During the application process, you will be prompted with either the W-8BEN or the W-8BEN-E form depending on your account type.
Individual / Joint Accounts / Sole Trader
If you are adding US Trading to an Individual, Joint or Sole Trader account, your W-8BEN form will be pre-populated for digital submission. All you need to do is print your name exactly as displayed as per Part I of the W-8BEN form (eg: MR JOHN MICHAEL SMITH) and click "Sign and Finish".
Super Funds / Trusts / Companies
If you are adding US Trading to a Super Fund, Trust or Company account, your W-8BEN-E form will be partially pre-populated for digital submission, but you will need to download, print and sign the form in pen. Once completed, you can send your form to firstname.lastname@example.org so that we can lodge it for you.
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