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The document is a Substitute Form W-8BEN, which certifies the foreign status of an individual beneficial owner for U.S. tax withholding and reporting purposes. It outlines the requirements for completing the form, including identification details, claims for tax treaty benefits, and necessary certifications. The form must be submitted to Schwab and not the IRS, with specific instructions provided for clients with U.S. indicia or those claiming treaty benefits.

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Click ‘Get Form’ to open the W-8BEN form in the editor.
Begin by filling out Section 1, 'Identification of Beneficial Owner.' Enter your name, country of citizenship, and permanent residence address. Ensure that you do not use a P.O. Box.
In Section 1, provide your U.S. Taxpayer Identification Number if required, and complete the Foreign Tax Identifying Number field if applicable.
Proceed to Section 2 to claim any tax treaty benefits. Specify your country of residence and any special rates you are eligible for.
Complete Section 3 by signing and dating the form. Make sure to use blue or black ink for clarity.
Review all entered information for accuracy before submitting your completed form via email, fax, or mail as instructed.

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