How to Update Canadian Tax Withholding Information
How to Update Canadian Tax Withholding Information - Fidelity Please enter a valid email address Please enter a valid email address Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will be "Fidelity.com: " Your email has been sent.
PO Box 770001
Cincinnati, OH 45277 Or you can overnight the form to this address: Fidelity Investments
100 Crosby Parkway KC1K
Covington, KY 41015 When we receive your form, we will apply the appropriate tax withholding rate to your account. It takes about 5–7 business days to update the withholding information. You can go online to Fidelity.com or call us at 800-343-3548 to confirm your status. Please wait while Fidelity's Virtual Assistant loads.
Mutual Funds and Mutual Fund Investing - Fidelity Investments
Clicking a link will open a new window.How to Update Canadian Tax Withholding Information
If you own a Canadian security, the income and dividends are subject to Canadian tax withholding. However, you can apply for a favorable tax treaty rate by filling out the appropriate form based on your situation. : Use this form to declare eligibility if you are a nonresident individual (or a non-individual like a trust or corporation) taxpayer residing in a country where Canada has a tax treaty. Send this form to receive the reduced rate of tax or exemption on all or certain income. : Use this form to declare eligibility if you are a partnership that's subject to tax under Part XIII of the Income Tax Act. : Use this form to declare eligibility if you are a hybrid entity that will receive a payment subject to Part XIII of the Income Tax Act. : Use this form if you have a non-prototype account. Please send it to Fidelity along with your exemption letter from the CRA. Note: Fidelity BrokerageLink/self-directed brokerage customers with account numbers that start with 650 through 654 do not need to file for an exemption. These accounts are exempt under the broader Fidelity exemption for retirement plans. : Use this form if you are an agent or a nominee providing financial intermediary services as part of a business. This form certifies Canadian nonresident tax withholding. Note: If you're not sure which form to use, please call us at 800-343-3548.What to expect
You can either drop off your form at your local Fidelity branch or mail it to us at: Fidelity InvestmentsPO Box 770001
Cincinnati, OH 45277 Or you can overnight the form to this address: Fidelity Investments
100 Crosby Parkway KC1K
Covington, KY 41015 When we receive your form, we will apply the appropriate tax withholding rate to your account. It takes about 5–7 business days to update the withholding information. You can go online to Fidelity.com or call us at 800-343-3548 to confirm your status. Please wait while Fidelity's Virtual Assistant loads.