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- In Part I, enter your name as it appears on your tax return. If you are a business entity, provide the business name as well.
- Fill in your business type by checking the appropriate box (individual, corporation, partnership, etc.).
- Provide your Taxpayer Identification Number (TIN), which is typically your Social Security Number (SSN) or Employer Identification Number (EIN).
- If applicable, complete the Exemptions section by entering any relevant codes for FATCA reporting.
- In Part II, read the certification statement carefully and sign to confirm that all information provided is accurate.
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