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枫下家园 / 钱财税务 / 在VB有RRSP和TFSA,今天收到个表 W-8BEN要填,首先Beneficial owner是谁呢?咱这英文有点搞不懂呀。请帮忙,谢谢。
-jameschen6(梦想农庄-神爱世人);
2015-4-20
{2030}
(#9394821@0)
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是不是beneficiary?是不是beneficiary? owner 应该是开户人,beneficiary 应该是指指定受益人。因为RRSP和TFSA都可以有指定受益人。这样的话,万一开户人出了意外,投资直接转给受益人。不需通过Probate,省一笔钱。
-wsbd(wsbd);
2015-4-21
{189}
(#9394954@0)
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原帖是我copy的填表instruction。
-jameschen6(梦想农庄-神爱世人);
2015-4-21
(#9395181@0)
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就是你自己。beneficial owner
The owner of a security registered in another name. For example, investors often leave securities in trust with their brokerage firms. Although the brokerage firm is shown on the issuer's books as the owner of record, the investor is the beneficial owner
-mocarly(放下);
2015-4-21
{272}
(#9395291@0)
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这英语太专业了,有点难懂。我猜你是对的。
-jameschen6(梦想农庄-神爱世人);
2015-4-21
(#9395445@0)