Help centre / Lightyear for Business / 

US tax treaty benefits for my business account

You can claim US tax treaty benefits, but it’s optional. Uploading a W-8BEN-E allows you to reduce the tax you pay on dividends from US instruments, but there’s no benefit to that if you:
  • Invest in non-US instruments
  • Invest in non dividend paying US stocks
  • Hold & convert cash
We can generate the W-8BEN-E form for your business – all you need to do is answer a few questions in the app in the Documents section. If you already have this form, you can upload it right there.
See also: Dividend taxes
Did this answer your question?
Can’t find the answer you’re looking for? Get in touch with our support team.