Question 1

I have a U.S. Green Card but am not a U.S. taxpayer. What additional information or documentation do I need to provide to ensure you can accept my Form W-8BEN?

Accepted Answer

SEND TICKET TO CLIENT SERVICES

In general, all U.S. Green Card holders are U.S. taxpayers, even if they do not live in the United States (and even if their Green Card has expired or is otherwise invalid). In general, a U.S. Green Card holder cannot provide Form W-8BEN, and must provide Form W-9 instead. If you are a former U.S. Green Card holder who gave up your U.S. Green Card, you will need to provide a copy of your Form I-407 (Record of Abandonment of Lawful Permanent Resident Status) by…

Question 2

FATCA FAQs - Issues Involving U.S. Green Card Holders

Accepted Answer

FATCA related FAQs involving U.S. Green Card Holders. See here for other FATCA related FAQ topics…

Question 3

I used to have a U.S. Green Card but gave it up. What additional information or documentation do I need to provide to ensure you can accept my Form W-8BEN?

Accepted Answer

SEND TICKET TO CLIENT SERVICES

If you are a former U.S. Green Card holder who gave up your U.S. Green Card, you will need to provide a copy of your Form I-407 (Record of Abandonment of Lawful Permanent Resident Status) by submitting a ticket via Client Portal…

Question 4

What additional documentation do I need to provide after my written explanation about my expired Green Card was rejected?

Accepted Answer

SEND TICKET TO CLIENT SERVICES

Even if your Green Card has expired for immigration purposes (that is, you cannot use it to enter the United States), tax rules, generally, provide you remain a U.S. taxpayer until you formally renounce your U.S. Green Card. Generally, a U.S. Green Card holder cannot provide Form W-8BEN, and must provide Form W-9 instead…

FATCA: U.S. Green Card Holders