How do I complete a W-8BEN form?
If you have an individual TD Trading, TD ISA or TD Regular Investment ISA account you can complete a W-8BEN form online.
Simply log in, select Useful Forms from the Documents tab and click on ‘Go to W-8BEN Online’ from the United States Dealing drop-down.
If you hold a Joint Trading, Investment Club, Company or Pension account, you will need to submit a paper form.
Log in; select Useful Forms from the Documents tab to find the form - and guidance notes - for your account type under United States Dealing.
Guidance notes should be read alongside the official IRS instructions at www.irs.gov
You can complete the paper form in two ways:
Handwritten – Complete in either blue or black ink. If correction fluid (such as Tip-ex) or correction tape are used we will not be able to accept the form.
Typed – You can type your details on the PDF but a wet signature is required when signing the form.
Please return your form to:
Complex Processing Team
TD Direct Investing
Duncombe Street, Leeds
*SIPP account holders do not need to submit a W-8BEN.
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