Tax Information

There are three different sections. You only need to fill out one. Please select the section depending on whether you are a U.S. Person, or a Non-U.S. individual or company.

Before you can get paid or receive reports, we need your tax information. You can only get paid if you fill this out. This is a legal requirement by the U.S. federal government, sorry.

Please note, while we want to make this as easy as possible for you, we are not allowed to give out tax information or information on how to fill out the form for your tax purposes. If you have any tax related questions, please consult your tax consultant.

U.S. Person

This section only applies to individuals in the United States. It collects information traditionally submitted via IRS forms like W-9.

Name

Enter your name exactly as shown on your income tax return.

Federal Tax Classification

Please select the classification by IRS. For Limited Liability companies, please also enter your LLC tax classification.

Social Security Number

Please only enter either one. For indivduals, enter your Social Security Number. For corporations and other entities, enter your Employer identification number.

Non-U.S. Individual

This section only applies only to individuals - not companies - outside the U.S. For the exact definition please see the IRS Instructions. It collects information traditionally submitted via IRS forms like W-8BEN.

Identification of Beneficial Owner

This is the most common information required. All fields are required.

More (only if applicable)

This is required only in certain situations. Please fill out any information if it applies to you. Please ask your local tax consultant, or find more information in the IRS Instructions.

Non-U.S. Entity

This section only applies to companies outside the U.S. It collects information traditionally submitted via IRS forms like W-8BEN-E. For the exact definition please see the IRS Instructions.

We strive to make this very complex IRS form as user friendly as possible. The most common scenario is shown first. Depending on your selection, more fields show on the form dynamically. All shown fields are required to get paid and receive reports.

More (only if applicable)

This is required only in certain situations. Please fill out any information if it applies to you. Please ask your local tax consultant, or find more information in the IRS Instructions.

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