The W-8BEN form is provided by the Internal Revenue Service (IRS), and its purpose is to allow non-US persons to receive a reduced rate of taxation on any US-sourced income. For the purposes of share-dealing, US-sourced income refers to income (dividends, interest etc) received from businesses 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
TD Waterhouse
Exchange Court
Duncombe Street
Leeds
LS1 4AX