F1 OPT Visa W8 BEN / W9

Amazon / Eng
lollllllll

Amazon Eng

BIO
Lost in the software world gluing APIs and classes together. Wanted to innovate; now just want my stocks to vest. :/
lollllllllmore
Jul 10, 2018 17 Comments

I will be getting stocks from Amazon soon and need to fill one of W8 BEN or W9 forms to prevent extra tax withholding on stocks.

I have been on F1 since August 2016.

Anyone who was on F1 OPT VISA at the time he/she received vested RSUs please help.

Which form do I need to fill?

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TOP 17 Comments
  • Amazon / Eng Amazon_K
    W8 Ben
    Just filled it
    Do send a copy of passport and letter of explanation as well to Morgan Stanley
    Jul 10, 2018 6
    • Amazon / Eng 8262674826
      Yup, did the same a couple of weeks ago. The docs are available online. Try searching W8BEN forms Morgan Stanley. I guess there are 3 forms that you need to send
      Jul 10, 2018
    • Amazon / Eng
      lollllllll

      Amazon Eng

      BIO
      Lost in the software world gluing APIs and classes together. Wanted to innovate; now just want my stocks to vest. :/
      lollllllllmore
      OP
      Where is it written that we need to send passport and letter of explanation to Morgan Stanley?
      Jul 10, 2018
    • Amazon / Eng 8262674826
      I called them up and asked. Supporting documentation needs to be provided when filing W8BEN
      Jul 10, 2018
    • Amazon / Eng
      lollllllll

      Amazon Eng

      BIO
      Lost in the software world gluing APIs and classes together. Wanted to innovate; now just want my stocks to vest. :/
      lollllllllmore
      OP
      Thanks a lot :)
      Jul 10, 2018
    • Amazon Tokyo2020
      What is the address ? Or we need to email /fax ?
      Jul 11, 2018
    • Amazon / Eng 8262674826
      Fax or mail. No email option
      Jul 11, 2018
  • Microsoft anoth
    So much confusion around this area. Form W-8BEN is the correct form. I'm on F1 OPT and did this last year. My friend did W9 and realized at tax filing time it was incorrect (wasnt a big deal though)
    Jul 10, 2018 3
  • Twitch FUI
    If you have been f1 for more than 5 years then w9
    Jul 11, 2018 0
  • Amazon / Eng Amazon_K
    Not on the portal developed by Amazon
    But you have to
    I got a call from
    Jul 10, 2018 0
  • Amazon Ye sue
    W9
    Jul 10, 2018 2
    • Amazon / Eng
      lollllllll

      Amazon Eng

      BIO
      Lost in the software world gluing APIs and classes together. Wanted to innovate; now just want my stocks to vest. :/
      lollllllllmore
      OP
      Can you share your background in terms of Visa etc. People have given me both answers equally assuringly.
      Jul 10, 2018
    • Amazon ruby 2.9
      F1 OPT
      Jul 10, 2018
  • Amazon / Eng
    lollllllll

    Amazon Eng

    BIO
    Lost in the software world gluing APIs and classes together. Wanted to innovate; now just want my stocks to vest. :/
    lollllllllmore
    OP
    Where is it written that we need to send passport and letter of explanation to Morgan Stanley?
    Jul 10, 2018 0

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