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当时开TD竟然已经是三年前了…
迁移完嘉信后的第二天,收到了嘉信的弹窗提示,说 W8 有效期到了,需要续签。以为很简单,结果折腾了挺久,只怪嘉信的网站太垃圾(好几次操作到一半说登录失效,得从头来过)
记录一下几个关键步骤,方便新手朋友们参考。
如果你不知道 W8 是什么,可以看看这篇:W-8BEN 表和美股税务详解
点击通知邮件中的链接,回来到这个页面:
![notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Fbea5b9fd-0da4-435d-a5cf-964be4099e22%2Fcbe575fb-1ba1-4364-99ed-6e1f40aa0005%2FUntitled.png?table=block&id=9e111bbb-2ef0-42b0-8652-ed4c98410bcc&t=9e111bbb-2ef0-42b0-8652-ed4c98410bcc&width=844&cache=v2)
建议不要选中文,否则有些框的名字莫名其妙,比如:Cell Number,应该填手机号吗,它官方中文翻译是“细胞数量”… 如果你没看过英文的表格,看到要你填“细胞数量”还挺恐怖的…
![notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Fbea5b9fd-0da4-435d-a5cf-964be4099e22%2F583b0b75-c3b1-4d6f-ac70-dad23577ed68%2FUntitled.png?table=block&id=346c9e72-d400-4ea8-bcdd-fabad85394fe&t=346c9e72-d400-4ea8-bcdd-fabad85394fe&width=2512&cache=v2)
选择个体,核对各种个人信息,正常讲应该都在,我的账户可能迁移过来的原因,有几个字段是空的,地址是乱的,自己修正一下
![notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Fbea5b9fd-0da4-435d-a5cf-964be4099e22%2F3c0b5c8e-709e-4d3d-b27d-a0389545e8f1%2FUntitled.png?table=block&id=f192f169-ab9f-401d-afab-5c822bb1d98a&t=f192f169-ab9f-401d-afab-5c822bb1d98a&width=844&cache=v2)
确认完个人信息,点击 W8 表格方框后,会给你一个确认码,找个地方记录一下吧,最后一步要用到…
![notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Fbea5b9fd-0da4-435d-a5cf-964be4099e22%2Ff400c09e-8011-46b8-815a-fb67f569b1bc%2FUntitled.png?table=block&id=c15db6d3-b810-4357-b478-b8e39bc72316&t=c15db6d3-b810-4357-b478-b8e39bc72316&width=2226&cache=v2)
确认不是美国居民身份
![notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Fbea5b9fd-0da4-435d-a5cf-964be4099e22%2Fdb71d04c-8e79-4afd-a557-b86a0e8fb620%2FUntitled.png?table=block&id=d2844422-623a-4920-9a3e-539f488f3c23&t=d2844422-623a-4920-9a3e-539f488f3c23&width=2636&cache=v2)
填写税务编号,一般就是身份证号,除非你申请了 ITIN
![notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Fbea5b9fd-0da4-435d-a5cf-964be4099e22%2F7cc877ca-e350-469e-8427-27075a1549e2%2FUntitled.png?table=block&id=a155273d-f4fe-4b71-980c-162ba88fe6b0&t=a155273d-f4fe-4b71-980c-162ba88fe6b0&width=2168&cache=v2)
选择相守于中国的税收优惠协定
![notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Fbea5b9fd-0da4-435d-a5cf-964be4099e22%2Ffc2b9c00-8cd0-4461-b4d1-920ea9c2760b%2FUntitled.png?table=block&id=49da9063-0fee-4336-940f-86e475e96ce6&t=49da9063-0fee-4336-940f-86e475e96ce6&width=2584&cache=v2)
额外优惠条例,通常不用选了
![notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Fbea5b9fd-0da4-435d-a5cf-964be4099e22%2Fc365a4a4-9346-4a86-9986-45d3ec454123%2FUntitled.png?table=block&id=0cca2d2f-bc46-49cb-b76d-b35a9b808056&t=0cca2d2f-bc46-49cb-b76d-b35a9b808056&width=2128&cache=v2)
继续跳过上传材料
![notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Fbea5b9fd-0da4-435d-a5cf-964be4099e22%2F81a4d69e-7546-44c7-9174-74fb95bea8e2%2FUntitled.png?table=block&id=f7812f5d-e5cc-41ba-9360-96147ead7ae7&t=f7812f5d-e5cc-41ba-9360-96147ead7ae7&width=2564&cache=v2)
一路打勾
![notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Fbea5b9fd-0da4-435d-a5cf-964be4099e22%2Ff2c8297a-d68e-47de-a3c0-1bc0ae58a694%2FUntitled.png?table=block&id=6b066959-e6f2-454b-a140-1ecee2165fb5&t=6b066959-e6f2-454b-a140-1ecee2165fb5&width=2610&cache=v2)
点击提交即可
W8 的正确填写是享受税收优惠的重要前提,大家一定要认真对待。
另外,嘉信来年不会自动帮用户申请处理 10% 的股息预扣税退税了,需要自行处理,即然是来年的事情,那就来年再说吧~
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