W-8BEN

A form you need to complete to hold US shares in any account (except a SIPP). If you haven't completed this form when you buy US shares for the first time, you'll be asked to.

A W-8BEN form (‘Certificate of Foreign Status of Beneficial Owner for US Tax Withholding and Reporting’) also entitles you to a reduced tax rate in the US on your investments.

Useful forms

Popular terms

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