Form has to be kept updated every 3 years. It's also interesting to note that the recent "Common Reporting Standard" by OECD nations have enforced the W8-BEN forms to a more strict manner. Before the TAX ID# box wasn't required. Now they require your resident country tax #and your passport ID. Whether the US broker is required to report to IRD or not i'm not sure (my guess is not because to have countless of countries around the world, it's a big hassle ; that most brokerage firms no long accept overseas applicants).
Bookmarks