HomeHelpFAQs › How do I complete a W-8BEN form?

FAQs

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
Exchange Court
Duncombe Street, Leeds
LS1 4AX

*SIPP account holders do not need to submit a W-8BEN.


Here are the related FAQs you may be interested in.


Was this answer helpful to you?