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We have provided a series of downloadable forms (in PDF format) to help you apply for our share dealing and investment products and services, or modify your account.
Canadian Tax Form NR301 | (0.09 MB)
Declaration of eligibility for benefits under a tax treaty for a non-resident tax payer.
W-8BEN | (0.07 MB)
W-8BEN Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding
W-8BEN-E | (0.31 MB)
Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities)
W-8BEN-E Instructions | (0.23 MB)
Instructions for W-8BEN-E form
W-8IMY | (0.29 MB)
W-8IMY Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for United States Tax Withholding form required Intermediaries e.g. accountants, solicitors, IFAs when buying any US stock
W-8IMY Instructions | (0.24 MB)
Instructions for W8-IMY form
Download Adobe Acrobat PDF Reader to read our information sheets and useful forms.
If you are having problems downloading any of our forms or brochures please call us on: 0113 200 6470