Did I complete the W-8ben form?

Was this form something that we signed when we first signed up for the app? Just asking because I don’t remember this and I’m already buying US stocks through the app.

I assume that I have completed the form because I recently received a dividend and the Withholding tax was 15% as opposed to 30% rate which you pay if you haven’t submitted the form. (https://the-international-investor.com/investment-faq/reclaiming-withholding-tax-foreign-dividends)

Did you start using the app before or after US stocks were available?

Yes, I started using the app in October 2018, and just read that US stocks were added this January. Do you know if the form was added to the signup process the same time US stocks were added?

No idea but presume it was. For accounts opened before that you will have had to fill in the form before you were able to buy your first US stock.It was in the profile section and was just check a few boxes, took seconds to do

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Ok, thanks. Maybe I did it! I don’t remember, I think I’ll message the Freetrade team to check about this.

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If you have access to the US stocks, you must have done it. To be fair, the form took me 3 seconds to fill, hence it’s understandable you won’t remember when things get done so smoothly :sweat_smile:

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Haha, it’s too smooth

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