This walkthrough is for Non-US individuals who have no US effectively connected income (trade or business). The form is available in the EXANTE Client's Area.
The below checkbox must remain unchecked if you do not meet ALL the specified conditions. If you select the box, you will be asked to provide US details, such as US address and US TIN.
The box must be checked ONLY if you meet ALL the requirements stated below:
You may leave the below section unfilled:
You may leave the below box unchecked if you are not making a particular claim under the tax treaty.
If you don't select "Yes", a valid form will be generated, but no treaty benefits will apply to the account. If you wish to take advantage of tax treaty benefits, select "Yes" and enter the treaty country.
A correctly completed form will result in the following status after automatic validation: