RE: W-8BENE form8 Oct 2022 22:28
Diggit, did you sort out your form?
Just search on your broker's site. I am with HL and they have a page and I copy some of their questions below. It's pretty straightforward;
'US share dealing
To buy shares listed in the United States, and to receive dividends and interest from US and Canadian shares at reduced rates of tax, please follow the eligibility checks below to complete a W-8BEN form.
Please note: the online process below is only for non-US individuals completing the form for their own account. US persons, entities (e.g. companies, charities, trusts), junior accounts, joint accounts and those holding Power of Attorney for the account holder should see our US share dealing page, and download a paper version of the relevant form.
Do you confirm that you are an individual account holder and you are not acting on behalf of the account holder (e.g. as Power of Attorney or on behalf of a child)?
Yes
No
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US share dealing
To buy shares listed in the United States, and to receive dividends and interest from US and Canadian shares at reduced rates of tax, please follow the eligibility checks below to complete a W-8BEN form.
Please note: the online process below is only for non-US individuals completing the form for their own account. US persons, entities (e.g. companies, charities, trusts), junior accounts, joint accounts and those holding Power of Attorney for the account holder should see our US share dealing page, and download a paper version of the relevant form.
I confirm that I am not a U.S. citizen or other U.S. person, including a resident alien individual
Yes
No
I confirm that I am not a beneficial owner claiming that income is effectively connected with the conduct of trade or business within the U.S. (other than personal services)
Yes
No
I confirm that I am not a beneficial owner who is receiving compensation for personal services performed in the U.S.
Yes
No'
Etc.
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