I think 401(k) and employees retirement plan are under check box h, exception 1(d) in latest Form W-7, but I’m not sure. Under what exception number in Form W-7 are 401(k) and employees retirement plan? Anybody please help me.
I am a NON-IMMIGRANT benificiary of these funds by a deceased US citizen
The following is the text for 1(d) which appears to be the closest thing to what you are seeking.
1(d) Individuals who are receiving distributions during the current year of income such as pensions, annuities, royalties, dividends, etc. and are required to provide an ITIN to the withholding agent (i.e., investment company, insurance company, financial institution, etc.) for the purposes of tax withholding and reporting requirements.