Transfer and Other Forms
Stock Transfer Forms
Other Forms
- W8-Ben Guide
To be filed by the beneficial owner, including most U.K. trusts (termed ‘complex’ trusts) of any U.S. securities.
- W-8IMY Form
To be filed by any intermediary acting on behalf of the beneficial owner in possession of U.S. securities. N.B. Each beneficiary must normally complete a W-8Ben in addition to this.
- W9 Form
To be completed by any U.S. person (including those with dual nationality with another country) in possession of U.S. securities.
For any queries regarding these documents please email info-w8forms@brewin.co.uk.