It must be completed every three years in order to avoid tax withholdings. citizens to certify their foreign status, and if applicable, claim a reduced tax rate or an exemption from tax withholding. Internal Revenue Service form used by non-U.S. It must be completed every three years in order to avoid tax withholdings.īlue bar sweeps the onscreen text off and replaces it with new onscreen text: CC4011786 (0121-0UDE) CloseĪ blue bar scrolls up and the title appears.įemale narrator: After you've opened your Schwab account, you will automatically be directed to complete your W-8BEN form. Schwab, a registered broker-dealer, offers brokerage and custody services to its customers. Schwab Stock Plan Services provides equity compensation plan services and other financial services to corporations and executives through Charles Schwab & Co., Inc. Where specific advice is necessary or appropriate, Schwab recommends consultation with a qualified tax advisor, CPA, financial planner, legal advisor, or investment manager. This information is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Or from your Schwab account, navigate to Equity Awards and click on Knowledge Center. Narrator: Or, from your Schwab account, navigate to Equity Awards and click on Knowledge Center. To talk to a Schwab Stock Plan Specialist, call 80. Narrator: Still have questions? Give us a call. Watch our video that takes you step by step through the process. Next: You'll need to complete the W8-BEN tax form. Narrator: Next, you'll need to complete the W8-BEN tax form. Narrator: Within 48 hours, you'll be able to log in and view a detailed breakdown of your equity awards. Narrator: Review the terms, then click Submit. Narrator: From there, enter your preferences for account features. Narrator: Select the right account for you. Narrator: Next, check the appropriate boxes to provide additional details about your account. Narrator: …followed by your employment and financial details.Įnter your employment and financial details. Narrator: Then provide your current legal home address-not your employer's address-and phone number… Narrator: Create your own login ID, password, and security question.Ĭreate your login ID, password, and security question. Narrator: Next, fill in personal details and select your form of government ID.įill in personal details and form of government ID. Narrator: Then, enter your first name, last name, and employee ID.Ī blue box appears containing the text "If you already have a Schwab account, this is where you'll be given the option to link it to your Equity Awards account." As the narrator explains the steps to open an account, the screen scrolls to display each step. The laptop screen changes to display the page where a client can set up a new Schwab One Individual Brokerage account. Narrator: Enter your company ticker symbol, residency status, and citizenship.Įnter company ticker symbol, residency status, and citizenship. Visit the Schwab Equity Award Center and click Open an Account.Ī laptop displaying the Equity Awards Center webpage appears. Narrator : To open an account from outside the U.S., visit the Schwab Equity Awards Center link provided by your employer and click Open an Account.
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