Author Topic: w8ben forms  (Read 982 times)

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Offline Jennifer S

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w8ben forms
« on: 05/02/2020, 11:51:23 AM »
good morning all
with reference to our entire SPA ETF selection of ETFs, as I understand it W-8BEN forms now ONLY required for VTS. Is that correct?
Thanks

Offline Gary Stone

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Re: w8ben forms
« Reply #1 on: 06/02/2020, 06:30:10 PM »
Jennifer,

I haven't checked in detail but iShares ETFs have been structured to be 'local' (so now offer DRPs) so probably don't need a W8BEN form now.

That would make it just VTS which is a Vanguard ETF.

Reagrds
Gary
On the journey

Offline Jennifer S

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Re: w8ben forms
« Reply #2 on: 06/02/2020, 06:37:36 PM »
Thanks Gary