Heid the Ba' wrote:I have a deceased client who lived in Scotland but because his employer was US based he had a holding of their stock. Apparently a Form W-9 is required for something or other.
First up there doesn't seem to be an option for the form to be completed by anyone other than the deceased. Oh well press on anyway.
Social Security number: Er he doesn't have one as he never lived or worked in the US. I phoned the company to be told he must have one. No he doesn't.
He must have.
No, he has a UK equivalent since he only ever paid tax and claimed benefits here. Will that do?
It needs to be a US one. Does he have a US employer number?
No. He never worked in the US.
Sorry, you'll have to get him one.
But the form has to be back in 4 days time . . .
Having failed at that hurdle I drafted a covering letter and tried to sign the form. I can't as I'm not a US national. The executor can't sign the form as she isn't either. The US Consulate in Edinburgh won't help. (If anyone knows what the US Consulate in Edinburgh actually does I'd be curious to know.)
Back on the phone, what happens if I don't return the form?
The holding will go to the US state he last lived in.
He never lived in the US.
He can't have this holding then. Why do you think he does?
Because you wrote to me saying he did.
Why did we do that?
At this point it was getting a bit sureal so I gave up.
Heid the Ba' wrote:(3) that credit cards work internationally
Blue Monster 65 wrote:Sorry Heid, but I'm laughing at the surrealness of the situation. Too funny.
I had a good one - sort of related - recently. I took a package to the Post Office, filled out the customs form and sent it on its way. Mind you, as I was doing this, I was worried that the woman behind the counter didn't really know what she was doing. I had never seen her before and she was having trouble finding the right forms, etc.
Two days later the package is on my porch. Huh? How can I have filled out the forms, paid the cash and - the is the kicker - had the addresses in their correct locations and it STILL ends up back to me?
Not returned.
SENT.
To me!
I took it back and asked the lady behind the counter that day (there are only women at our PO in town) and she just laughed (we're friends) and apologized, saying, "Well ... if that was the worst thing she did while she was here, that was pretty damn good!" I didn't ask for details, but shudder to think.
Scott
Mactep wrote:I have sometimes wondered if putting the destination address as the return address, and then failing to put postage on the envelope, would result in free delivery. Haven't tried it though.
MM_Dandy wrote:At any rate, whatever the Old World origin of the name is, I'll buy Enzo's explanation. My own surname has likely been "Americanized" ("bouwten" to "bighten").
MM_Dandy wrote:Not that it means much, but Wikipedia claims that Brett Favre has French and Choctaw ancestory. Still, even if Wiki's right, that doesn't mean that the Italian Favres are not related.
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