Security. Accessibility. Service.
Delivering the trust your clients' investment strategies need
Forms
Quick Links*:
- W-8ben IRS form: https://www.irs.gov/forms-pubs/form-w-8ben-certificate-of-foreign-status-of-beneficial-owner-for-united-states-tax-withholding
- Politically Exposed Person (PEP) Information: https://www.irs.gov/forms-pubs/about-form-w-8ben-e
- RC518 - for individuals: https://www.canada.ca/en/revenue-agency/services/forms-publications/forms/rc518.html
- RC519 - for entity accounts: https://www.canada.ca/en/revenue-agency/services/forms-publications/forms/rc519.html
*Please note, CWT is not responsible for ensuring the accuracy of any of the forms listed above.