Transfer and Other Forms
Stock Transfer Forms
Other Forms
To be filed by the beneficial owner, including most U.K. trusts (termed ‘complex’ trusts) of any U.S. securities.
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.
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.