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BENEFICIAL OWNERSHIP CERTIFICATION FORM 2026
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- Click ‘Get Form’ to open the BENEFICIAL OWNERSHIP CERTIFICATION FORM in the editor.
- Begin by entering your name and title in the designated fields for the natural person opening the account. This information is crucial for identification.
- Next, provide the name, type, and address of the legal entity for which the account is being opened. Ensure accuracy as this will be used for verification.
- For each individual owning 25% or more of the equity interests, fill in their ownership percentage, date of birth, and residential or business address. If no individuals meet this criterion, write 'Not Applicable.'
- Identify one individual with significant management responsibility by entering their name/title, date of birth, and address. This could be an executive officer or a senior manager.
- Finally, certify that all provided information is complete and correct by signing in the designated area and including the date.
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