If you are an individual but not a U.S. citizen or do not currently have a U.S. green card please select 'I am a Non U.S. person' from the dropdown menu.
After selecting Non-U.S. Person, click Launch Docusign to submit the tax form.
You will be asked for the following:
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- Legal Name
- Country of citizenship
- Address
- Foreign tax identifying number
- Date of birth
- Signature
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Note: If you skip this step during Onboarding you can always go back and finish it later from the Quickstart Menu.
Note: If your country of citizenship may have a treaty with the U.S. that allows for a lower tax rate. Click here for more information.
Note: Lines 5 and 6 are to be completed depending on whether or not a tax treaty applies.
If you are not sure if this applies to you, click here for more information.
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