US stocks

What do I need to do?

please complete one of the forms detailed below and return it to us as soon as possible.

Private clients

If you’re not a corporate client, joint account holder, a US citizen or resident of the US, you need to complete our quick and easy electronic Form W-8BEN as soon as possible:

1. Log in to your IG account
2. Go to the ‘settings’ tab in My IG
3. Select ‘dealing US stock’
4. Answer a few questions about your tax status and send the form electronically

The whole process should only take one or two minutes. Your information will be stored at IG andonly be shared with the IRS if requested on audit.

U.S. citizens and US residents

US citizens or private residents must complete and submit a Form W-9

Complete the corresponding form and send it to clientlifecycle.ao@ig.com.

We may apply an additional cost of $50 to those accounts that have not provided the mandatory W-8 or W-9 form before the date of an operation that meets certain conditions in a US market. We will notify you when you perform this type of operation and when you need to complete the form.

Joint account holders, US citizens or residents of the US, and corporate clients

Please find instructions for each form on the IRS website, complete the relevant form below and return to us at: clientlifecycle.ao@ig.com.

*Please note that joint account holders should each complete a W-8BEN form and return to us together.

Please return a scanned copy of any completed forms to clientlifecycle.ao@ig.com.

We may charge a $50 fee on accounts which have not supplied a mandatory W-8BEN or W-9 form prior to the dividend ex-date of a qualifying trade on US-incorporated stocks. We do not apply this fee to accounts with up-to-date documentation or accounts which have not entered into qualifying trades. We will notify you if you have entered into a qualifying trade and need to complete a form.