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 formsPopular terms
Ready-made pension
A simple, low-cost pension where you choose from four AJ Bell fund options.
Money paid in is automatically invested...
Pension builder
The Pension builder fund is AJ Bell’s low-cost standard option, designed to help you invest the money you’ve paid into...
Non-workplace pension
A type of pension that you set up yourself. You control how much you pay in (and when) as well...