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TIN Compliance: Resident and Non-Resident Webinar

SSN – EIN – PTIN – ITIN – NO TIN – W-9 – W-8 – What does it all mean?  Obtaining the correct taxpayer identification number and determining which certification to use for each account you open can sometimes make your head spin. In this two hour training Webinar, you will learn the difference between government-issued taxpayer identification numbers including who applies for which TIN and how they are issued. We will also discuss how to certify these TINs based on the accountholder’s resident status in the US.

The Following Questions Will Be Addressed:

• What responsibility do we have to determine whether the accountholder is a resident or nonresident alien?
• Do we have to have a TIN on an interest-bearing account for all accountholders?
• What’s the difference between a TIN and an EIN?
• How long does a W-8BEN stay certified?
• What documents do we need to change a maiden name on an account to a married name?
• How do we title a sole proprietorship account using an EIN vs. a SSN?

Schedule and Registration Information

Choose the delivery type that best suits your needs.  Tuition includes textbook (if applicable).
Webinar times are EST.  All other class times are local time.

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