Frequently Asked Questions
W-8BEN Form - What is it?
The W-8BEN Form is provided by the Internal Revenue Services (IRS), and its purpose is to allow non-US persons to receive a reduced rate of taxation on any US-sourced income. For the purpose of share-dealing, US-sourced income refers to income (dividends, interest etc) received from business registered or incorporated within the US.
If you require a W-8BEN Form or a replacement W-8BEN Form, please call or email us, and we will issue you with the correct form. Alternatively, you can download the form here.
Completed forms should be returned to:
Customer Accounts Team
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