TD要求Foreign tax identifying number? - 理財

我今天也收到這封信了，剛剛致電TDA客服詢問，
他說台灣蠻多人來電詢問...
其實還蠻簡單處理的，只是個制式的表格回填。

客服要我們把"Foreign Tax ID Number"表格列印出來，
把表格內的基本資料如account number，姓名資料填寫後，
最重要的就是以下欄位：
1. TAX IDENTIFICATION NUMBER：
這個欄位不用填，因為我們沒有

2. REASONABLE EXPLANATION：
勾選第一個項目：I am not legally required to obtain a TIN in my
jurisiction of tax residence.

填寫好此份文件後，拍照或掃描以mail回寄給TDA就可以了！


※ 引述《yvonne10126 (透)》之銘言：
: 今天收到一份TD 的e-mail
: A new regulation requires TD Ameritrade to collect your foreign tax
: identifying number before January 1, 2018. Our records as of September 6,
: 2017, indicate that we don't have this number on file for your account. To
: avoid backup withholding and comply with U.S. tax regulations, please send us
: a completed and signed Foreign Tax ID Number Form from each account owner.
: We encourage you to send us this form as early as possible. To allow time for
: processing, we'll need to receive it by December 8, 2017.
: If you have a foreign tax identifying number, you may provide this in the Tax
: Identification Number section of the form. If you are not legally required to
: obtain a tax identification number in your jurisdiction of tax residence, you
: may complete the Reasonable Explanation section. However, if your country has
: an Intergovernmental Agreement (IGA) with the United States and requires a
: foreign tax identifying number, TD Ameritrade cannot accept the Reasonable
: Explanation Form in lieu of that number.
: How to Send Us Your Form(s)
: You may send your form(s) to us electronically, fax it, or mail it to us.
: To submit the completed and signed form(s) electronically through our secure
: Message Center, scan it, along with any other material you're sending, then
: attach the scanned document(s) when you reply to this message.
: If you'd prefer, you can fax us your form(s) at 866-468-6268.
: Or you can mail it to us, at:
: TD Ameritrade
: 200 South 108th Avenue
: Omaha, NE 68154-2631
: United States of America (if you're mailing this material from outside the
: United States)
: 請問是甚麼意思呢？我該怎麼做呢？
: 麻煩版大們解惑，謝謝

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