Quick questions. W-8 Ben, W-9.

[Izor 79]

I immigrated to US on a K-1 visa a few weeks ago, got my SSN shortly after. We are getting married in 10 days and then filing our AOS.

Since I am in K1 limbo I am a non-resident. We are trying to set up a joint bank account (checking/savings) and USAA requires a W-8 Ben.

Since I have my SSN if makes more sense to be to file a W-9, but since I am a non-resident I'm guessing the correct thing is to file a W-8 Ben then after I get my green card I provide a W-9?

Will this in any way affect the money coming in from my hubbys side (since I wont be working for quite some time) or will it just be taxation on the interest from the savings account? and will this impact my immigration process in any way?

[Merrytooth 5,748]

This thread will help you since you already have SSN.

http://www.visajourney.com/forums/topic/412812-usaa-bank-asking-for-copy-of-my-ssn/

[NikLR 13,232]

No it wont affect your immigration process and wont affect your income taxes. I used the w8ben when I was in Canada with USAA and it took a month or two to change over to a w9 after I got my SSN after I moved. It wasn't on my hugh list of priorities obviously. We filed our taxes jointly just fine at thr end of 2013.

You'd have to have quite a bit in the account for decent amounts of time for the interest to be of any consequence.

[Izor 79]

Okay thx so technically i should be filing the W-9 since i already have my SSN? even if im still in a non-resident status on K1?

[NikLR 13,232]

No i think you should do the w8ben and once you have proof of your legal status that they accept, do the w9 then. So either with the EAD or GC. I had to supply my green card with my w9.

[Izor 79]

Ah gottcha! as I suspected thx!