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🌍 W8BEN expired user

W8BEN expired user

KAI avatar
Written by KAI
Updated over 2 weeks ago

  1. How do I begin updating my W-8BEN form?

    • Open your Gotrade app, and tap on the card labeled "Secure Your Tax Rate" on your home screen.
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  2. What information do I need to provide?

    • You’ll need to confirm or fill in:

      • First and middle names

      • Birthday

      • Street address

      • City/State

      • Country

      • Nationality

      • Tax Number (TIN)

  3. How do I confirm and submit my form?

    • After reviewing your information, swipe up to electronically sign your form.

  4. How do I know if my form update was successful?

    • You will receive a confirmation screen with a checkmark confirming that your W-8BEN has been updated successfully.

  5. How long does updating the W-8BEN form take?

    1. It typically takes less than a minute—just a few quick taps and swipes.

  6. What happens if I don't update my W-8BEN form?

    1. Without an updated form, your dividends will be taxed at the default 30% rate instead of potentially lower treaty rates.

  7. How frequently do I need to update my W-8BEN form?

    1. You must update your W-8BEN form every 3 years.

  8. Who can I contact if I face issues updating my W-8BEN form?

    1. Tap "✋Help" on your Gotrade app.

    2. Visit live chat at www.heygotrade.com

    3. Email support at support@heygotrade.com

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