Forms

The forms below are available to download. Please note you will need a valid PDF reader to view and print these forms. If you require hard copies of any of these forms please call us on 01603 624236.

W-8BEN - How to

This file includes details on how to complete the W-8BEN form for Individuals and Joint accounts.

W-8BEN (Individuals and Joint Accounts)

This form is required to ensure the appropriate amount of witholding tax is reclaimed for US based stocks and is applicable to individuals or joint accounts only.

W-8BEN-E (Trusts)

This form is required to ensure the appropriate amount of witholding tax is reclaimed for US based stocks (please speak with your advisor before completing this form).