W-8BEN - trading US shares

To invest in US shares within a Trading Account or ISA, you must complete a W-8BEN form.

You do not need to do this to trade US shares within a SIPP account.

You can access a W-8BEN form through your online account.

Select Account > Useful Forms from the menu.
If you scroll down, you can view a guide to completing the W-8BEN before clicking Go To W-8BEN Online.
Click New Form.
Complete the form chooser by choosing the options which apply to you. This process may take up to 10 minutes to complete.
When you reach the Declarations stage, click Generate PDF to open your W-8BEN form in a new window. Please review the document and check the details are correct.
If you are happy the information in it is correct, close the new window containing the W-8BEN form.
Click Submit to confirm.

Once you have completed your W-8BEN form, you will be able to trade US shares.

It will remain valid for three years before you need to renew.