Forms

Account Administration

Need to make a change to an existing account? Browse through the account management forms below. Can’t find what you’re looking for? Contact us.

Most used administration forms.

Deposit or withdraw a share certificate.

You can deposit securities, such as share certificates, into your account by including a completed Irrevocable Power of Attorney form along with your certificate.

Miscellaneous account forms.

IRS forms.

  • W-8BEN

    Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)

  • W-8BEN Instructions

    Instructions for Individuals document

  • W-8BEN-E

    Certificate of Foreign Status of Beneficial Owner for United States tax Withholding and Reporting (Entities)

  • W-8BEN-E Instructions

    Instructions for Entities document

  • W-8EXP

    Certificate of Foreign Government or Other Foreign Organization for United States Tax Withholding

  • W-8EXP Instructions
  • W-8IMY

    Certificate of Foreign Intermediary, Foreign Partnership, or Certain U.S. Branches for United States Tax Withholding

  • W-8IMY Instructions
  • W-9

    Request for Taxpayer Identification Number and Certification

  • Withholding Tax Treaty Statement

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