We are legally required to ensure that all Robinhood customers certify their tax status. If you do not certify your tax status you will no longer be able to use Robinhood products.

• Name
• Country of Citizenship
• Residence address
• Place of birth
• Date of birth
• Taxpayer Identification Number/Numbers (TIN)
• Tax Residence Country/Countries

You can certify your tax status from your Robinhood app—make sure your app is up-to-date. If you need to make a change to your account before certifying your tax status, such as updating your legal name, contact us for help.

A W-8BEN is a tax form certifying that an individual is a non-US person and a beneficial owner for US tax purposes. If you are a non-US person, we are required to withhold taxes of up to 30% from dividends and other US sourced income you receive. The W-8BEN will ask you to certify the foreign country to which you pay taxes, your residential address in that country, your international tax ID number, and whether or not you want to claim US tax treaty benefits to potentially reduce the amount of taxes that we are required to withhold from eligible dividends and other US sourced income that you receive.

To be considered a US person for tax purposes, you must:

• Be a US citizen, US National or a US green card holder
• You are a dual citizen of the US and another country
• You were born in the US and have not renounced your US citizenship, or
• You meet the substantial presence test

If none of the above situations apply to you, you are considered a non-US person for tax purposes.

You will receive an in-app prompt to complete your tax information. Once prompted, follow these steps in the app:

1. Enter your country of birth → Continue
2. Enter your city of birth → Continue
3. Enter your Tax Identification Number (TIN) → Confirm

• If already provided, you may be asked to confirm your TIN
• You may enter up to 4

6. Review and confirm that all details are correct
7. Review, agree, and accept the tax certification form

Ensure all information is accurate before submitting your certification to prevent delays. If you need to update any personal information, contact support for assistance.

If you are not considered a US person for tax purposes, do not have an international tax ID or address, contact support for help.

W-8BEN certifications are valid for 3 years after the calendar year it was signed. For example, if you sign your W-8BEN in February of 2024, it will expire on December 31, 2027.

If you do not update your tax status before your W-8BEN certification expires, you can still use your account but you will be subject to:

• A maximum of 30% NRA (nonresident alien) withholding on US-sourced income (dividends and interest) regardless of any treaty rates you claim on the expiring W-8BEN.