Submitting Tax Information as Non-U.S. person

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:

• • • Legal Name
    • Country of citizenship
    • Address
    • Foreign tax identifying number
    • Date of birth
    • Signature

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.