Beneficial ownership certification form sample 2026

1. Click ‘Get Form’ to open the beneficial ownership certification form in the editor.
2. 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.
3. 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.
4. 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.
5. 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.
6. Finally, review all information for completeness and accuracy before signing and dating the certification at the end of the form.

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