To trade in US stocks, besides acknowledging the Risk Disclosure Statement (RDS) relating to Securities and Risk Warning Statement (RWS) for transacting in Overseas-Listed Products, you are required to complete the W-8BEN declaration form to declare your Non-US tax status.

You may submit/update your W-8BEN declaration form to declare your Non-US tax status here. 

This electronic method is the fastest and easiest way to declare your W8. You will also be able to check your expiry date for W8 or use this page to redeclare when it expires. Currently, all W-8BEN forms will be subject to review and approval by iFAST.

W-8BEN form is an Internal Revenue Service (IRS) form that certifies the Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting. Submission of this form is compulsory if you intend to invest in US securities.

Please note that the W8 form cannot be used by certain persons as prescribed in the form and is generally applicable only if you are an individual and a non-US tax resident. This should not be construed as tax advice and we recommend you to consult a professional tax adviser for tax-related questions.

If a change in circumstances makes any information on the W-8 form incorrect, you must re-submit the appropriate form within 30 days of the change in circumstances.