What is required to request a distribution from a STRATA IRA for a non-U.S. citizen?

Individuals who are not considered U.S. citizens or U.S. resident aliens for tax purposes are required to provide IRS Form W-8BEN — Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting — when requesting a distribution from a STRATA IRA.

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