Financial Consulting

Other Resources

Our goal to deliver more than you expect means making it easy to work with us. With that in mind, we have provided quick links to some common forms you may need. This section provides you with the most frequently requested printable forms necessary to make changes to your account. Not all forms may be applicable to your account.

Certification - Tax Forms

Certificate of Foreign Status of Beneficial Owner (W-8BEN) View form
Certificate of Foreign Status of Beneficial Owner (W-8BEN) Instruction Letter View form
Certificate of Status of Beneficial Owner for US Tax Withholding & Reporting (Entities) (W8-BEN-E) View form
Request for Taxpayer Identification and Certification (W-9) View form

Direct Registration Information

Direct Registration Transaction Request Form View form
DRS Information View form

International Foreign Currency

International Currency Payment Information View form
International Currency Payment Registration Form View form

Transfer of Ownership - US Holders (Not Company Specific Forms)

Deceased Transfer Package - US Holders View form
General Transfer Package - US Holders View form

Transfer of Ownership - Foreign Holders (Not Company Specific Forms)

Deceased Transfer Package - Foreign Holders View form
General Transfer Package - Foreign Holders View form

Securities offered through LPL Financial, member FINRA and SIPC. Insurance products offered through LPL Financial or its licensed affiliates. BNC Bank and BNC Financial Consulting are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured BNC Bank deposits and are not FDIC insured. These products are not obligations of BNC Bank and are not endorsed, recommended or guaranteed by BNC Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, AR, CA, CO, CT, FL, GA, IL, IN, KS, KY, ME, MD, MA, MN, MS, MO, NV, NJ, NM, NY, NC, OH, OK, PA, SC, TN, TX, UT, AND VA. BNC Private Banking, BNC Trust & Wealth Management, BNC Financial Consulting and LPL are not registered brokers/dealers and are not affiliated with LPL Financial.

Bank of North Carolina is a Division of Pinnacle Bank and is Member FDIC and an An Equal Housing Lender Equal Housing Lender. Only deposit products are FDIC insured. Loans are subject to credit approval. The information provided herein should not be considered tax or legal advice. Please consult with your attorney or tax advisor on your individual circumstances.

 

BNC Wealth Services does not provide, and is not responsible for, the product, service, or overall website content available at the FINRA website. BNC Bank's privacy policy does not apply to this site. Once on the site select 'Privacy Policy' for details on FINRA's current privacy policy. Proceed.
BNC Wealth Services does not provide, and is not responsible for, the product, service, or overall website content available at the SIPC website. BNC Bank's privacy policy does not apply to this site. Once on the site select 'Privacy Policy' for details on SIPC's current privacy policy. Proceed.