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How to use or fill out FATCA Compliant Services Form

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Click ‘Get Form’ to open it in the editor.
Begin by entering your Employer ID Number (EIN) and Taxpayer Identification Number (TIN) in the designated fields. Ensure that these numbers are accurate as they must match IRS records.
Fill in your legal name, which must correspond with your TIN. Next, provide your legal mailing address where tax information will be sent.
If applicable, complete the DBA/Branch/Location section with any additional address details. Make sure to specify if the remit-to address is the same as the legal mailing address.
Select your entity type from the options provided, ensuring you understand each category's implications for FATCA compliance.
In the certification section, read through each statement carefully. Cross out item 2 if you have been notified by the IRS about backup withholding.
Finally, sign and date the form to certify that all information provided is correct before submitting it through our platform.

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