If you opened your account by phone, please be sure to return your account opening documents.
√ Personal Signature Card
All account owners must sign and legibly print their name.
√ U.S. Internal Revenue Service (IRS) forms.
Each account owner must complete all sections of either Form W-8 BEN or Form W-9, depending upon your U.S. tax status. Only one of the two forms is required per account owner:
- If you are a U.S. citizen or a resident alien, you should provide a Form W-9 which may be accessed at http://www.irs.gov/pub/irs-pdf/fw9.pdf.
- If you are neither a U.S. citizen nor a resident alien, you should provide a Form W-8 BEN which may be accessed at http://www.irs.gov/pub/irs-pdf/fw8ben.pdf.
Please print, sign and date the forms, and then return them by mail within 30 days of the account opening date to:
P.O. Box 4598
Carol Stream, IL 60197-9924