W-8BEN

Certificate of Foreign Status of Beneficial Owner

What is the W-8BEN?
This form is for UK investors to claim a reduced rate of US tax on dividends and interest from shares traded in the US. This income will already fall under UK income tax rules.

The W-8BEN is valid for three calendar years after the year in which it is signed. For example, a form signed in February 2002 will expire on 31 December 2005. You must submit a new form when the existing one expires. We'll inform you when you need to fill in a new form.

The Lloyds TSB Share Dealing US trading service is only available to customers who are UK resident.

How do I complete the W-8BEN?
Complete the following sections only:

Part I

• Line 1: Enter your full name here.
• Line 3: Tick "individual" account.
• Line 4: Enter your permanent residence, i.e. your tax address. Do not enter the name of a financial institution, a post office box or an address used solely for mailing purposes.
• Line 7: Enter your National Insurance number here.
• Line 8: Enter your Lloyds TSB Share Dealing account number here.

Part II

• Line 9a: Enter your country of residency for tax purposes here, i.e. United Kingdom.

Part IV

• Sign and date the form and enter "beneficial owner" in the field "Capacity in which acting".
  

Where do I get the form?
You can download the form by clicking on the link below. It's in PDF so you'll need the Acrobat reader. You can get a free copy of the reader from the Adobe website if you haven't got it already.

Download W-8BEN (67KB)

What do I do with the form once I've filled it in?
Once you've completed the form, please send it to:

Lloyds TSB Share Dealing
PO Box 4605
Aspect House
Spencer Road
Worthing
BN99 6QY