Other Requests and Preferences

Foreign Currency Wire Transfers
Foreign Status Certification
Stock Plan Services
SSN/TIN Certification
Traditional and Roth IRA Conversion

Foreign Status Certification (IRS Form W-8)

If an account is held by a nonresident alien or a foreign entity,¹ Fidelity must have Certificate of Foreign Status on file for the account. This information is required for U.S. tax withholding purposes on income earned in your Fidelity account. The W-8 certification is also required for U.S. tax withholding for distributions from retirement accounts (Traditional IRAs, SEP, SIMPLE).

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Online Form
Printable Form and IRS Instructions

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1 _{A non-resident alien is an individual who is not a citizen or resident of the United States. A foreign entity is a foreign corporation, partnership, intermediary, estate, or trust.}