Internal Revenue Service Forms

• IRS Form W-9

  Request for Taxpayer Identification Number and Certification. A W-9 is required on all non-retirement accounts. In most cases the Account Application serves as a W-9.

• IRS Form W-8

  Certificate of Foreign Status. This form serves as a W-9 for Foreign Nationals who do not have a United States tax ID number.

• IRS Form 1001

  Ownership, Exemption, or Reduced Rate Certificate. This form must accompany Form W-8 accounts for Foreign Nationals.

Securities (1) are not bank deposits; (2) are not insured or guaranteed by the FDIC or any other government agency; (3) are not obligations of, or guaranteed by, any financial institution; and (4) involve investment risks, including the potential for fluctuations in investment return and the potential loss of principal. Welcome to Capital & Credit International.