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have obtained a W-8BEN from each of us (Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals))? I don't believe we were asked to complete these forms when we opened our first account. I would like to know if these forms are on file or not. Please advise e-mail address for the manager of the branch. Thanks. Andrew.
September 23, 2015 01:38:11 PM
In reply to Andrew, Toronto
It's nice of you to come to TD Helps today, Andrew.
Kindly know that we'd like to assist you directly; however, we do not have access to your personal information since this is considered an unsecured forum. As we're unable to provide you with email information, we recommend contacting the TD Bank Store directly. You can call the Stuart, Florida Store at 772-220-4347.
The lobby hours are as follows:
Monday through Wednesday: 8:30 AM to 5:00 PM
Thursday and Friday: 8:30 AM to 6:00 PM
Saturday: 8:30 AM to 3:00 PM
Sunday: 12:00 PM to 4:00 PM
Hope this helps and have a nice day.
Sandy D, Mount Laurel
September 23, 2015 01:40:12 PM
In reply to Sandy, Mount Laurel
as Canadian citizens and residents should we or should we not complete the W8-BEN when opening accounts in the US? Thanks.
September 24, 2015 01:15:24 PM
We apologize for any confusion, Andrew.
We do require non-US Residents who are looking to open a TD account to complete the W-8BEN at the time of the opening process. To confirm whether we have this on file, we recommend connecting with the Store you visited to obtain this information.
If you have made your initial deposit, you may also connect with us 24/7 via telephone at 888-751-9000. After account verification, we'd be happy to assist.
We hope this helps, Andrew. Please let us know if you need anything else.
Yen D, Mount Laurel
September 24, 2015 01:18:17 PM