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Opening Accounts for Nonresident Aliens

Nov 10 2:00 PM - Nov 10, 2021 3:30 PM
Nov 10, 2021 2:00 PM - 3:30 PM
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It all starts at account set up. Nonresident alien accounts have special requirements. In addition, the rules became more complex last year with the new requirement for a foreign taxpayer identification number. Open these accounts with ease, beginning with this webinar that will explain how to:

  • Set up interest and noninterest bearing accounts on your signature cards and your system
  • Determine when the applicant is a nonresident alien
  • Properly complete the W-8BEN and all its fields

Don’t miss the chance to learn how to document, identify, and report a nonresident alien account.

Agenda

Speakers

Deborah Crawford, Gettechnical Inc.

Location

Fees

Individual webinar: $259

Full, 6-part New Account Series: $1,295 (save $259)

The series includes:

To purchase the series, please visit the main New Accounts Series page.

Live and recorded webinar, handouts, quiz with answer key and training log are included.
Your registration includes unlimited locations (until further notice), making it easier to share and learn with remote staff during the coronavirus crisis. Training materials will be available to download the day of the event.

Additional Info

Event Type

Webinar

Topics Covered

  • Live Webinars
  • Member Service
  • Compliance