What is a W-8BEN?
You need to complete a W-8BEN form (‘Certificate of Foreign Status of Beneficial Owner for US Tax Withholding and Reporting’) to hold US shares within any account except a SIPP. The form entitles you to a reduced tax rate in the US on your investments. If you haven't completed this form when you buy US shares for the first time, you'll be asked to do so.
For most accounts, you can complete a W-8BEN form online. Just log in and click 'Update my details' from the 'My account' menu to find it.
For a Junior account and Joint Dealing account, you'll need to complete our offline W-8BEN form. Before getting started, please read the W-8BEN guidelines to help you complete the form correctly.
If you have a Bare Trust Dealing account or a Dealing account for a UK-registered pension scheme, you’ll need to complete a different W-8BEN form. Please contact our Dealing services team for more information.
Find out more about international dealing.