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Get Uk Ajbyi Form Gcctf-w8ben 2014
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How to fill out the UK AJBYI Form GCCTF-W8BEN online
This guide provides clear and supportive guidance on how to complete the UK AJBYI Form GCCTF-W8BEN online. By following the steps outlined below, users can ensure they gather and submit the necessary information accurately.
Follow the steps to complete the form effectively.
- Click ‘Get Form’ button to obtain the form and open it in your selected editing tool.
- In Box 1, enter your full name as the beneficial owner of the account.
- In Box 2, specify your country of citizenship. If you hold dual citizenship, please enter the country where you are both a citizen and a resident at the time of filling out this form.
- In Box 3, provide your permanent resident address. This address must be in the country where you claim to be a tax resident. Please avoid abbreviating the country’s name.
- In Box 4, include your mailing address if it is different from your permanent address. If it is the same, you may leave this box blank.
- In Box 5, fill in your US taxpayer identification number if it is applicable.
- In Box 6, leave the foreign tax identifying number field blank.
- In Box 7, enter your Dealing or ISA account numbers as your reference number.
- In Box 9, indicate your date of birth using the format MM-DD-YYYY.
- In Box 10, fill in the country of residence for tax purposes. For the UK, enter 'United Kingdom.' For Jersey, Guernsey, and the Isle of Man, do not include these as part of the United Kingdom.
- In Box 11, ensure you sign and date the form in the format MM-DD-YYYY. If not signed by the beneficial owner, print the name of the signer and indicate their capacity.
- If the form is signed under a power of attorney, attach a copy of the power of attorney document. Send the completed form to AJ Bell Youinvest, Custody Operations Team, Calverley House, Calverley Road, Tunbridge Wells, Kent, TN1 2TU.
- Review your completed form before submitting. Ensure all information is accurate and up-to-date. You can save changes, download, print, or share the form as needed.
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Individuals and foreign entities receiving certain types of income from US sources can be eligible to submit the W-8BEN form in the UK. This includes, but is not limited to, foreign investors and businesses that earn income from royalties or dividends. Utilizing the UK AJBYI Form GCCTF-W8BEN will help streamline the process for claiming tax exemptions.
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