I am an Indian on F1 OPT visa. Need to fill W8-BEN soon. I would really appreciate if someone helps me with answers to the following questions (SEE IMAGE ATTACHED): 1. Do I need to fill any of the following fields: a. Column 5 - US Taxpayer Id No. b. Column 6 - Foreign tax ID no. c. Part 2 Claim of tax treaty benefits? d. Part 3 checkbox 3, 4 and 5 2. Do I need to fax anything in addition to W8 BEN to Morgan Stanley? Like passport or letter explaining anything? 3. After sending the fax, how long do they take to update the same on StockPlanConnect portal? Thanks in advance.
I believe F1s can get an SSN. Check with the Social Security Administration for the way to get that done. Then your foreign tax id is probably your Aadhaar card. The blank is obviously INDIA. I donno man get a tax guy to verify. It’s worth it just to have the peace of mind that no IRS popo will come knockin on your door
I have a SSN that's already filled in column 1 as unique identification number.