CLEAR PRINT

Substitute Form W-8BEN (Rev. October

2021)
Certificate of Foreign Status of Beneficial Owner for United
States Tax Withholding and Reporting (Individuals) Page 1 of 4
[Link] | Tel: 1-877-686-1937 (inside the U.S.) | +1-415-667-8400 (outside the U.S.) | Fax: 1-800-752-4816 (inside the U.S.) | +1-602-977-4199
(outside the U.S.)

Clients of independent investment advisors, contact your advisor directly or call Schwab Alliance at 1-800-515-2157.
To return your completed form to Schwab:
• Scan the completed form, then email it to Schwab via the [Link] Message Center (login required);
• Fax the completed form to Schwab using one of the fax numbers above; or
• Mail the completed form to Schwab at one of the addresses provided on page 4.
If you're a client of an independent investment advisor, please contact your advisor directly.
Each account holder must complete a separate W-8BEN form.
Do not use this form if: Instead, use Form:
• You are NOT an individual.............................................................................................................................................................. W-8BEN-E

• You are a U.S. citizen or other U.S. person, including a resident alien individual...................................................................... W-9
• You are a beneficial owner claiming that income is effectively connected with the conduct of trade or business within the
U.S. (other than personal services).............................................................................................................................................. W-8ECI

• You are a beneficial owner who is receiving compensation for personal services performed in the United
States.............................................................................................................................................................................................. 8233 or W-4

• You are a person acting as an intermediary.................................................................................................................................. W-8IMY

Note: If you are resident in a FATCA partner jurisdiction (that is, a Model 1 IGA jurisdiction with reciprocity), certain tax account information may be provided to
your jurisdiction of residence.
IRS requirement to provide your Foreign Taxpayer Identification Number
Residents of most foreign countries are required to provide their Foreign Taxpayer Identification Number (FTIN) on Line 6a. Your FTIN is the Taxpayer
Identification Number issued to you by your jurisdiction of tax residence.
If your jurisdiction of tax residence doesn't issue TINs, or if you haven't been issued an FTIN, you may check the box on Line 6b. Do not write "Not Applicable"
on Line 6a.

If you're a resident of Australia, Bermuda, British Virgin Islands, Cayman Islands, or Japan, you aren't required to complete Line 6 or provide your
FTIN.
OMB No. 1545-1621

Department of the Treasury, Internal Revenue Service

• Section references are to the Internal Revenue Code.
• For complete instructions or more information on the W-8 forms, please refer to the Internal Revenue Service (IRS) website at [Link].
• Give this form to the withholding agent or payer. Do not send to the IRS.

©2023 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.
(0422-2MW9) APP81049-08 (05/23)
 Substitute Form W-8BEN Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals) Page 2 of 4

1. Identification of Beneficial Owner (see instructions)

Important reminder: Each account holder must complete a separate form. 5445-2538

Account Number Required (unless new account)

Use parentheses: (country code) (city/area code) (number) 948703887

Home Telephone Number Business Telephone Number

AIMARA S IMAR S ANCHEZ ALFONZO

1 Name of Individual Who Is the Beneficial Owner

VENEZUELA
2 Country of Citizenship (Do not abbreviate.)
Do not use a P.O. Box or an in-care-of address.

URB. S ANTA ANA - MZ L LT. 13 PIS O 3 LOS OLIVOS LIMA 15307

3 Permanent Residence Address (street, apt. or suite no. or rural route)

Include postal code where appropriate.

LIMA PERU

City or Town, State or Province Country (Do not abbreviate.)

4 Mailing Address (If different from above) Include postal code where appropriate.

City or Town, State or Province Country (Do not abbreviate.)

SSN, ITIN, or FTIN if required (see instructions)

183743163

7 Reference Number(s) (see instructions) 8 Date of Birth (mm/dd/yyyy) (see instructions)

Additional Conditions
Explain the additional conditions in the article and paragraph that the beneficial owner meets to be eligible for the rate of withholding:

©2023 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.
(0422-2MW9) APP81049-08 (05/23)
 Substitute Form W-8BEN Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals) Page 3 of 4

3. Certification
Under penalties of perjury, I declare that I have examined the information on this form, and to the best of my knowledge and belief it is true, correct, and
complete. I further certify under penalties of perjury that:
• I am the individual that is the beneficial owner (or am authorized to sign for the individual that is the beneficial owner) of all the income or proceeds to which
this form relates or am using this form to document myself for chapter 4 purposes;
• The person named on line 1 of this form is not a U.S. person;
• This form relates to:
(a) income not effectively connected with the conduct of a trade or business in the United States;
(b) income effectively connected with the conduct of a trade or business in the United States but is not subject to tax under an applicable income tax treaty;
(c) the partner's share of a partnership's effectively connected taxable income; or
(d) the partner's amount realized from the transfer of a partnership interest subject to withholding under section 1446(f);
• The person named on line 1 of this form is a resident of the treaty country listed on line 9 of the form (if any) within the meaning of the income tax treaty
between the United States and that country; and
• For broker transactions or barter exchanges, the beneficial owner is an exempt foreign person as defined in the instructions.
Furthermore, I authorize this form to be provided to any withholding agent that has control, receipt, or custody of the income of which I am the beneficial owner
or any withholding agent that can disburse or make payments of the income of which I am the beneficial owner. I agree that I will submit a new form within 30
days if any certification made on this form becomes incorrect.
The Internal Revenue Service does not require your consent to any provisions of this document other than the certification required to establish your status
as a non-U.S. individual and, if applicable, obtain a reduced rate of withholding.
✔
I certify that I have the capacity to sign for the person identified on line 1 of this form.

SIGN HERE
Please sign and date using blue or black ink.

✘
Signature: Beneficial Owner (or individual authorized to sign for the beneficial owner) Today's Date (mm/dd/yyyy)

AIMARA S IMAR S ANCHEZ ALFONZO

Print Name

AFFIDAVIT APPLICABLE TO PRIOR PERIODS. Under penalties of perjury, I declare that I have examined and signed the above Form W-8BEN and that the
information contained therein remained the same, unchanged, and was true, correct, and complete since January 1 of this year or since the date my account was
opened, whichever is later, to the present. (Please attach a separate signed statement if any information has changed.)

✘
Signature: Beneficial Owner (or individual authorized to sign for the beneficial owner) Today's Date (mm/dd/yyyy)

Print Name

©2023 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.
(0422-2MW9) APP81049-08 (05/23)
 Substitute Form W-8BEN Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals) Page 4 of 4

Important Information About Your W-8BEN Submission

You're required to provide additional documentation with your W-8BEN if any of the following scenarios apply:
• There's a U.S. residence or mailing address on your W-8BEN.
• Your residence or mailing address on file with Schwab is a U.S. address.
• You have a U.S. phone number on file with Schwab and no foreign phone numbers.
• You were born in the U.S. but are claiming foreign status by providing Form W-8BEN.
• You're claiming treaty benefits and there's an address outside the treaty country on your W-8BEN or on file with Schwab.
• You're claiming treaty benefits and you have standing instructions on file with Schwab to make recurring payments to an account or address outside the treaty
country.
Please read the sections below for more information.
Special Attention regarding U.S. Address, U.S. Phone Number, or U.S. Birthplace
U.S. Treasury regulations require Schwab to collect additional documentation from clients who certify their foreign status on Form W-8BEN when certain
indicators of potential U.S. status ("U.S. indicia") are present. U.S. indicia include:
• A U.S. residence or mailing address on your W-8BEN.
• A U.S. residence or mailing address on file with Schwab.
• A U.S. phone number on file with Schwab if you also have no foreign phone numbers.
• You were born in the U.S.
If there's U.S. indicia on your W-8BEN or in our records for you, you must provide both of the following:
1. A copy of your foreign passport or other foreign government-issued identification; and
2. A reasonable written explanation supporting your claim of foreign status. You can fulfill this requirement by downloading and completing the Letter of
Explanation template at [Link]/w8.
If you were born in the U.S., you must provide either:
1. A copy of your Certificate of Loss of Nationality of the United States; or
2. A written statement confirming you've renounced your U.S. citizenship; or
3. A written explanation of why you didn't obtain U.S. citizenship at birth.
Additional Documentation for Treaty Claims
U.S. Treasury regulations require Schwab to collect additional documentation from clients who are claiming treaty benefits as a resident of a foreign treaty
partner if:
• Your W-8BEN contains an address outside the treaty country;
• You have a residence or mailing address outside the treaty country on file with Schwab; or
• You have standing instructions on file with Schwab to make recurring payments to an account or an address outside the treaty country.
You must provide one of the following:
• A copy of your passport or other government-issued identification that is issued by the treaty country; or
• A reasonable written explanation for why you have the address(es) or instructions for payment outside the treaty country, and certifying that you qualify for
treaty benefits.
Return completed documents
Please submit any required documents via the [Link] Message Center (login required). You may also fax documents to 1-800-752-4816 (for senders inside
the U.S.) or +1-602-977-4199 (for senders outside the U.S.) or mail the documents to one of the following addresses:
Schwab International Operations
P.O. Box 982601, El Paso, TX 79998-2601 For
overnight mail:
Schwab International Operations
1945 Northwestern Dr., El Paso, TX 79912-1108
Please call 1-877-686-1937 (inside the U.S.) or +1-415-667-8400 (outside the U.S.) if you have any questions.
Client of independent investment advisors, contact your advisor directly or call Schwab Alliance at 1-800-515-2157.

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©2023 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.
(0422-2MW9) APP81049-08 (05/23)