Instructions for Certifying Your Tax Status With Computershare
IRS regulations require that you certify your tax identification number (for most personal accounts, this means certifying your social security number) on your Equity Holdings and/or ESPP account(s) with Computershare Shareowner Services prior to the payment of any dividend or sale of stock through Computershare.
Certify Your Tax Status
This certification requirement applies to U.S. citizens and those holding U.S. Resident status. In addition, if you are a foreign citizen and you do not have a U.S. Tax ID, you must still certify your country of residence. It is your responsibility to confirm that your tax status has been updated in Computershare's system.
You must certify the Tax ID for each Equity Holdings account that you control. For example, if you own SAIC stock in a personal account and also in a trust, you must certify the Tax ID for both of these accounts separately even if the Tax ID is the same. In addition, you must certify the Tax ID for your Employee Grants and Awards account if you are going to submit a cashless hold option exercise. You must also certify the Tax ID for your ESPP account unless your prior certification in your Equity Holdings account has been transferred to your ESPP account.
Equity Holdings Certification
To certify the Tax ID for your Equity Holdings account or confirm that you have already certified it, follow these steps:
Have Your Access ID and Password/PIN Ready
If you don't have your Access ID or Password/PIN, you may obtain either by calling the phone numbers below and waiting through the prompts until you reach a customer service representative. If Computershare does not have an email address for your account, your access information will be sent through standard U.S. mail.
- 866-400-SAIC (7242) in the U.S.
- 201-680-6625 if you are outside of the U.S.
Access Computershare Shareowner Services
Access your Computershare Account online.
Certify Your Tax ID or Confirm Your Tax ID Is Already Certified
To Certify Your Tax ID:
After logging into the Computershare site, follow the steps below to certify your tax ID:
- Select Details next to Equity Holdings. (You may be asked to asked to accept the Computershare web site terms and conditions in order to proceed.)
- On the following screen, select SAIC.
- You should then be informed if your Tax ID is not certified. The following screens will provide step-by-step instruction on how to certify your U.S. Social Security number or foreign residency status online.
- If you are not informed that your Tax ID needs to be certified, you are encouraged to confirm that it has already been certified.
For information on certifying your tax status in the Employee Stock Purchase Plan (ESPP) application, please refer to ESPP Account Updates.
To Confirm if the Tax ID on Your Account Is Certified:
After logging into the Computershare site, follow the steps below to confirm that your Tax ID is certified:
- Select Details next to Equity Holdings.
- On the following screen, select SAIC.
- Go to the Manage Account Info drop-down menu and choose Certify Taxpayer ID.
- The certification status of the Tax ID for your account will be displayed. If it is not certified, you may certify your Tax ID on this page.
Failure to certify your tax status prior to any dividend payment or sale of stock will result in a mandatory U.S. backup withholding tax of at least 28 percent. You may be entitled to receive some amount of this withholding tax back from the IRS depending on your personal tax circumstances, but this amount can not be refunded by SAIC or Computershare. It is your responsibility to confirm that your tax status has been updated in Computershare's system.
Employee Grants and Awards Certification
To certify the Tax ID for your Employee Grants and Awards account or confirm that you have already certified it, follow these steps:
Access Computershare Shareowner Services
Access your Computershare Account online.
Certify Your Tax ID or Confirm Your Tax ID Is Already Certified
To Certify Your Tax ID:
After logging into the Computershare site, follow the steps below to certify your tax ID:
- Select Details next to Employee Grants and Awards.
- Read and agree to the Terms & Conditions by clicking "I Accept" at the bottom of the page.
- On the following screen, select SAIC.
- You should then be informed if your Tax ID is not certified. Click "Certify Online". The following screens will provide step-by-step instruction on how to certify your U.S. Social Security number or foreign residency status online.
- If you are not informed that your Tax ID needs to be certified, you are encouraged to confirm that it has already been certified.
To Confirm if the Tax ID on Your Account Is Certified:
After logging into the Computershare site, follow the steps below to confirm that your tax ID is certified:
- Select Details next to Employee Grants and Awards
- Read and agree to the Terms & Conditions by clicking "I Accept" at the bottom of the page.
- Go to Manage My Account.
- The certification status of the tax ID for your account will be displayed. If it is not certified, you may certify your tax ID on this page by selecting "Click Here."
Failure to certify your tax status within the Employee Grants and Awards application prior to submitting a cashless hold exercise will result in a mandatory U.S. backup withholding tax of at least 28 percent of the taxable income from the exercise of the option. For the cashless hold method, Computershare will withhold additional shares to cover the backup withholding amount. You may be entitled to receive some amount of this withholding tax back from the IRS depending on your personal tax circumstances, but the additional withholding of shares can not be reversed by Computershare. It is your responsibility to certify your W9 status within the Employee Grants and Awards application and confirm that your tax status has been updated in that system.