By completing this form, UK investors can claim exemption from paying US tax on dividends and interest from shares traded in the US, as such income will already fall under UK income tax rules.
The W-8BEN is valid for three calendar years after the year in which it is signed, e.g. a form signed in January 2012 will expire on 31st December 2015. A new form must be submitted when the existing one expires, and we will inform all customers in advance of expiry.
Complete the following sections only:
Line 1: Enter your full name here.
Line 3: Tick tone box only, either “individual” for individual accounts or the box that relates to the type of account you hold with us.
Line 4: Enter your permanent residence, i.e. your tax address. Do not enter the name of a financial institution, a post office box or an address used solely for mailing purposes. We would expect you not to abbreviate where it highlights not to.
Line 7: Enter your National Insurance number here.
Line 8: Enter your account number here.
Line 9a: Enter your country of residency for tax purposes here, i.e. United Kingdom
If you hold an individual account, sign and date the form yourself (keep in mind the US date configuration), leaving “Capacity in which acting” blank.
You can download, print and complete a W-8BEN Form here.
Please send the original form by post to us at:
Beaufort Securities Ltd
131 Finsbury Pavement
We can call you at a time convenient to you.
(Available Mon-Fri 8am – 5pm)