W-8 / W-9 Form

W-8 / W-9 Form

W-8 Form is a requirement by the US Inland Revenue Service for account holders to declare that the beneficiary owner of the amount received from US sources is not of US origin. Please note that US Persons are not eligible to trade in the US market through Phillip Securities Pte Ltd.

The form will remain in effect for a period starting on the date the form is signed and submitted and ending on the last day of the third succeeding calendar year. If a change in circumstances makes any information on the form incorrect, you must re-submit the appropriate form within 30 days of the change in circumstances.

W Series Forms (PDF)
1) W-8Ben rev 2017 (Individual)
2) W-8Ben-E rev 2017 (Corporate)
3) W-8IMY rev 2017 (Intermediary, Flow Though Entity)
4) W-9 (US Person)

W Series Form Instructions (PDF)
1) W-8Ben Instructions (Individual)
2) W-8Ben-E Instructions (Corporate)
3) W-8IMY Instructions (Intermediary, Flow Though Entity)
4) W-9 Instructions (US Person)

Access other W-8 forms

If you would like to link your trading account for trading in the US market, please follow the following steps:
1. Print out the relevant W-8 Form (sign and date the Form)
2. Write your trading account number on the top right hand corner of the W-8 Form.
3. Submit the completed form, together with a signed copy of your identification documents (NRIC/Passport) to any of our Phillip Investor Centres, or mail the completed form to:

Attention: Operations Equities Dept. (W-8Ben)
Phillip Securities Pte Ltd
250 North Bridge Road #06-00
Raffles City Tower Singapore 179101

4. For submission of W-8 Ben Form (Individual Account holder only)
Scanned submissions may be submitted by attaching the duly completed form and replying to this email: w8ben@phillip.com.sg
Scanned submissions are to be sent in from the same email address as reflected in our records.

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