What Is Needed to Make a Withdrawal from a STRATA IRA for a Non-U.S. Citizen?

Individuals requesting a withdrawal who are not considered U.S. citizens or resident aliens must provide IRS Form W-8BEN—Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting.

During the distribution process, STRATA will prompt the individual to upload a completed W-8BEN form. You can learn more about the form and find instructions at
IRS.gov

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