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TCT 2014, page-19

  1. 1,397 Posts.
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    Pigofsteel - it was so long ago, but this is my memory:

    * rang commsec
    * they emailed me the ACAT forms to be completed
    * I emailed back and they submitted
    * got held up because Commsec didn't give me a W-8BEN form
    * filled this extra form in and submitted

    I remember having to ask about having a Tax ID to fill in the W-8BEN. Amstock told me "you don't need. Since you have a foreign status a tax ID number is not applicable. Commsec can then request the transfer via DRS using 999999999 in the tax ID field."

    The person I dealt with at Commsec was Pranup - 02 9115 1531
    The person I dealt with at Amstock was Jessie Tejada 718-921-8520
 
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