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Completing W-8BEN form


Guest R Willis

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Guest R Willis

Hi

New user, trying to set up my account. Attempting to complete the IRS W-8BEN form but having difficulty understanding Part 5-7 and 9-10. I'm Aussie and not sure how to obtain these ref #s or if I even need to.

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  • 2 weeks later...

For personal IG trading accounts, the W-8BEN form can be filled in online in MYIG > Settings > Trading US shares.

If you're submitting the form under the name of a corporate, trust, or superfund, then you can find the relevant forms and guidance on how to complete the forms.

If you are still having difficulty in setting up your W-8BEN form for trading US shares then please email the helpdesk with a screenshot to illustrate where you're stuck. 

Thanks, 
Max

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  • 3 years later...
12 hours ago, StevieG83 said:

Hi

I'm trying to update my W8ben form but don't see an option to do it when I click into trading US shares. 

All I get is a blank age when I click on 'you can trade until X' and I don't see any other options.

Have tried this in two browsers. Same problem.

Steve

Screenshot 2023-12-18 074731.png

Dear @StevieG83,

Thank you for reaching out. 

We are sorry that you are currently experiencing problems with the platform.

Please fill in the paper W8BEN form and send it back to us.

Thanks,

Koketso

- KoketsoIG

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