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Re: Yaafah post# 202965

Tuesday, 03/08/2022 11:40:24 PM

Tuesday, March 08, 2022 11:40:24 PM

Post# of 203937
Thanks! That's excellent news! I also did a bit more digging and found this:

Tax Forms: The interest component of the distribution is U.S. source income. Therefore, to
ensure that the Jeffrey Friedland Fair Fund can comply with its reporting and/or withholding obligations, U.S.
persons (defined below) must complete the Substitute Form W-9 on page 9 of this Claim Form; persons who are
not U.S. persons as defined below must obtain the proper IRS Form W-8 series (W-8BEN, W-8BEN-E, W-8IMY,
W-8ECI, or W-8EXP). The appropriate tax form must be completed, signed, and submitted with your completed
Claim Form. IRS Forms W-8BEN, W-8BEN-E, or other W-8 series forms, can be obtained from the IRS website:
https://www.irs.gov/forms-instructions.


So does this mean we do NOT do the main claim form since it pertains only to US citizens, and only do those other IRS forms (I think I read they are for US aliens, which again doesn't really apply to me), or does it mean that we do that form and ignore the US tax part? I'm just a little confused because at the end they make you sign a section that says you "certify that you are a US citizen". I'm curious if they just want us to sign it and just cross that part out.....
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