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Beneficial ownership certification form sample 2026
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- Click ‘Get Form’ to open the beneficial ownership certification form in the editor.
- Begin by filling in your name and title as the individual completing the certification. Ensure accuracy in spelling and include your middle initial if applicable.
- Next, provide the legal entity's name, any DBA (Doing Business As) name, tax ID number, and complete address including city, state, zip code, and country.
- For the Controlling Person section, enter their legal name, title, SSN/ITIN or alternative identification details. If using a passport or green card for identification, ensure to upload a copy.
- In the Beneficial Owner(s) section, list each individual who owns 25% or more of the entity’s equity interest. Fill out their legal names, ownership percentages, and identification details as required.
- Finally, review all information for completeness and accuracy before signing and dating the certification at the end of the form.
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certificate of beneficial ownership form
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