What is the UK-US tax treaty information relevant to IRS form W-8BEN for a private investor?
www.irs.gov/pub/irs-pdf/fw8ben.pdf I am looking to start buying shares in US companies, through brokerage firm 212. I need to fill in the above form to do that. What do I need to put in for part 2 Claim of Tax Treaty Benefits? I've marked the blanks with ???
9 I certify that the beneficial owner is a resident of UNITED KINGDOM
within the meaning of the income tax treaty between the United States
and that country.
10 Special rates and conditions (if applicable—see
instructions): The beneficial owner is claiming the provisions of
Article and paragraph ??? of the treaty identified on line 9 above to
claim a ??? % rate of withholding on (specify type of income): ???.
Explain the additional conditions in the Article and paragraph the
beneficial owner meets to be eligible for the rate of withholding: ???
(1)1 Comments
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The answer appears to be NOTHING; in specific instructions under Line 10:
Line 10 must be used only if you are claiming treaty benefits that
require that you meet conditions not covered by the representations
you make on line 9 and Part III. For example, persons claiming treaty
benefits on royalties must complete this line if the treaty contains
different withholding rates for different types of royalties. However,
this line should always be completed by foreign students and
researchers claiming treaty benefits.
See Scholarship and fellowship grants, later, for more information.
This line is generally not applicable to treaty benefits under an
interest or dividends (other than dividends subject to a preferential
rate based on ownership) article of a treaty.
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