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How do I update my W-8BEN form?

Account holders may update their W-8BEN tax form through Client Portal/ Account Management: Log into Client Portal/ Account Management Select Settings followed by Account Settings Under Profile(s), **click on the "i"(info) icon** to the left of the proper users' name. The accessible Tax Forms are shown at the bottom of the window Click Update Tax Forms in the bottom right Click Continue until you arrive at the W-8BEN form.

Update according to your updated country of residency, especially item 7.

You can find a detailed description on how to update tax forms in the Client Portal Users' Guide.

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