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- Click ‘Get Form’ to open it in the editor.
- In Part I, enter your name on Line 1. If you are a foreign individual who is the single owner of a disregarded entity, include your information.
- On Line 2, specify your country of citizenship. If you hold dual citizenship, indicate the country where you are both a citizen and resident.
- For Line 3, provide your permanent residence address in the country where you claim residency for tax purposes. Avoid using a P.O. box.
- If applicable, enter your Social Security Number (SSN) on Line 5. If you do not have one, apply for an Individual Taxpayer Identification Number (ITIN).
- Complete Line 9 if claiming treaty benefits by identifying the country where you claim residency for income tax treaty purposes.
- Finally, ensure that the form is signed and dated by the beneficial owner or account holder before submission.
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