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- Click ‘Get Form’ to open the schwab W-8BEN in our editor.
- In Part 1, enter your name on Line 1. If you are a single owner of a disregarded entity, include that information as well.
- On Line 2, specify your country of citizenship. If you hold dual citizenship, indicate the country where you reside.
- For Line 3, provide your permanent residence address. Ensure it is not a P.O. box and reflects your tax residency.
- If applicable, complete Line 5 with your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN).
- Continue filling out the form by providing any additional required information in Lines 6 through 10 as instructed.
- Once completed, review all entries for accuracy before signing and dating the form in Part 3.
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