W-9 and TD Waterhouse RRSP

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Joined: Thu Mar 22, 2007 7:48 am
Location: now in the US

W-9 and TD Waterhouse RRSP

Post by chrisontario » Thu Apr 12, 2007 6:20 pm

Hi everyone

I own a TD WAterhouse self-directed RSP, and after I changed residency, I received a W-9 form to complete.

The TDW RRSP is staying in Canada and I cannot hold any non-registered amounts in the account. They also changed the account number saying that it would help them prepare year-end tax reporting statements. Is this normal for an RSP?

Did someone at TDW Canada make a mistake when I gave them my US address? Could they have changed it to TD Waterhouse in the US? I'm mystified as to why I received this W-9 form. I don't own a Canadian non-RSP trading account with TDW.

I also own an RSP with another Canadian provider and the only thing that has changed with them is my address; everything else has stayed the same.

Any comments? Thanks

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Post by martinleroux » Thu Apr 12, 2007 7:22 pm

Don't worry, this is perfectly normal. Now that you're living in the US they need you to provide them with your SSN (or ITIN). The way they get this information is by asking you to fill out a W-9 and send it back to them. No, they haven't moved your account to TD Waterhouse (US); the latter isn't able to handle Canadian RSP accounts.

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Re: W-9 and TD Waterhouse RRSP

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