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Hi, can anyone confirm which form I need to fill in?

Day after I got here, I opened a ( non resident) account at Wells Fargo with my Cdn passport. A week or so, I got my SSN then called the bank to provide this information. I have now received a letter from Wells Fargo asking me to fill in W-8Ben or W9 form. I am thinking the W-8Ben but then I noticed on the W9 form, my bank account number is prefilled while on the W-8Ben, it is not.

I am not sure which one I am to do and AOS/EAD is still to be done .

Thanking you in advance.

Valerie


I-129F Sent : 2014-09-15
I-129F NOA1 : 2014-09-24
I-129F NOA2 : 2014-10-20
NVC Left : 2014-11-05
Packet 3 Received : 2014-11-13
Packet 4 Received : 2014-12-05
Medical : 2014-12-19
Interview Date : 2015-01-23 Montreal
Interview Result : Approved 2015-01-23
Loomis picked up passport from Montreal: 2015-01-27
Passport/visa in hand:2015-01-30

POE'd at Toronto Pearson Airport: 2015-04-01

SSN received: 2015-04-08 or so

Married : 2015-04-23

AOS/EAD/AP submitted as one : 2015-05-19

Biometrics AOS: 2015-06-15

EAD approved : 2015 July but did not receive until 2015-09-30

AOS interview: 2015-09-25

AOS approved: 2015-09-25

GC received: 2015-10-02

 

ROC I751 package mailed 7/19
uscis received package 7/21 as per USPS
check cashed 7/25/2017
noa i797 dated 7/21/2107/ WAC17293xxx
noa i797 received 7/27/2017

Biometrics not needed; used what was on file

Infopass i551 stamp ( 12months) done 8/17/2018

No RFE.

No Interview.

ROC approved Oct 25,2018.  i797 notice received Oct 29,2018 

PR card received Oct 30 2018 

 

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Hi, can anyone confirm which form I need to fill in?

Day after I got here, I opened a ( non resident) account at Wells Fargo with my Cdn passport. A week or so, I got my SSN then called the bank to provide this information. I have now received a letter from Wells Fargo asking me to fill in W-8Ben or W9 form. I am thinking the W-8Ben but then I noticed on the W9 form, my bank account number is prefilled while on the W-8Ben, it is not.

I am not sure which one I am to do and AOS/EAD is still to be done .

Thanking you in advance.

Valerie

Once you get an SSN you do a W9. You would have needed the W8Ben before you had an ITIN or SSN.


You have brains in your head. You have feet in your shoes. You can steer yourself any direction you choose.  - Dr. Seuss

 

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HI NLR, are you saying that I should have done W8BEN at the time I opened the bank account and now that I have a SSN, I do a W9?

At this moment , it seems to be backwards.... I opened account without SSN and did not do any form. Then a week or so , I got my SSN ; called the bank and provided that info - still did not fill in any form. NOW I am being asked about the forms.

If the 1st line/statement is true, then in theory the bank ( US) needs to have 2 forms from me, no? So following that theory, I can submit to them both forms,no? :-)

ps: before I posted the above, I sent off an email to the banker and she replied with W8 but you who have been through this says W9. So confused.

Thanks.


I-129F Sent : 2014-09-15
I-129F NOA1 : 2014-09-24
I-129F NOA2 : 2014-10-20
NVC Left : 2014-11-05
Packet 3 Received : 2014-11-13
Packet 4 Received : 2014-12-05
Medical : 2014-12-19
Interview Date : 2015-01-23 Montreal
Interview Result : Approved 2015-01-23
Loomis picked up passport from Montreal: 2015-01-27
Passport/visa in hand:2015-01-30

POE'd at Toronto Pearson Airport: 2015-04-01

SSN received: 2015-04-08 or so

Married : 2015-04-23

AOS/EAD/AP submitted as one : 2015-05-19

Biometrics AOS: 2015-06-15

EAD approved : 2015 July but did not receive until 2015-09-30

AOS interview: 2015-09-25

AOS approved: 2015-09-25

GC received: 2015-10-02

 

ROC I751 package mailed 7/19
uscis received package 7/21 as per USPS
check cashed 7/25/2017
noa i797 dated 7/21/2107/ WAC17293xxx
noa i797 received 7/27/2017

Biometrics not needed; used what was on file

Infopass i551 stamp ( 12months) done 8/17/2018

No RFE.

No Interview.

ROC approved Oct 25,2018.  i797 notice received Oct 29,2018 

PR card received Oct 30 2018 

 

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HI NLR, are you saying that I should have done W8BEN at the time I opened the bank account and now that I have a SSN, I do a W9?

At this moment , it seems to be backwards.... I opened account without SSN and did not do any form. Then a week or so , I got my SSN ; called the bank and provided that info - still did not fill in any form. NOW I am being asked about the forms.

If the 1st line/statement is true, then in theory the bank ( US) needs to have 2 forms from me, no? So following that theory, I can submit to them both forms,no? :-)

ps: before I posted the above, I sent off an email to the banker and she replied with W8 but you who have been through this says W9. So confused.

Thanks.

i used the w8ben to open my us account and be added to my husband's account. Then both Banks requested a w9 when i wanted to add my ssn to the account.

USAA and RBC USA


You have brains in your head. You have feet in your shoes. You can steer yourself any direction you choose.  - Dr. Seuss

 

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NLR, thanks. I am just going to fill in both , send a letter explaining why and let them choose which they need .


I-129F Sent : 2014-09-15
I-129F NOA1 : 2014-09-24
I-129F NOA2 : 2014-10-20
NVC Left : 2014-11-05
Packet 3 Received : 2014-11-13
Packet 4 Received : 2014-12-05
Medical : 2014-12-19
Interview Date : 2015-01-23 Montreal
Interview Result : Approved 2015-01-23
Loomis picked up passport from Montreal: 2015-01-27
Passport/visa in hand:2015-01-30

POE'd at Toronto Pearson Airport: 2015-04-01

SSN received: 2015-04-08 or so

Married : 2015-04-23

AOS/EAD/AP submitted as one : 2015-05-19

Biometrics AOS: 2015-06-15

EAD approved : 2015 July but did not receive until 2015-09-30

AOS interview: 2015-09-25

AOS approved: 2015-09-25

GC received: 2015-10-02

 

ROC I751 package mailed 7/19
uscis received package 7/21 as per USPS
check cashed 7/25/2017
noa i797 dated 7/21/2107/ WAC17293xxx
noa i797 received 7/27/2017

Biometrics not needed; used what was on file

Infopass i551 stamp ( 12months) done 8/17/2018

No RFE.

No Interview.

ROC approved Oct 25,2018.  i797 notice received Oct 29,2018 

PR card received Oct 30 2018 

 

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