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 exempts you from paying tax in the US on your investments.
For most accounts, you can complete a W-8BEN form online. Just click 'Update my details' from the 'My account' menu to find it. If you haven't completed this form when you buy US shares for the first time, you'll be asked to do so.
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.
When you’ve filled out the form, please scan and email it to firstname.lastname@example.org. Or you can print and post it to:
AJ Bell Youinvest
Tax Management Team
4 Exchange Quay
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.