If you are an individual but not a U.S. citizen or do not currently have a U.S. green card please select 'I am a Non U.S. person' from the dropdown menu.


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After selecting Non-U.S. Person, click Launch DocuSign to submit the tax form.


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You will be asked for the following:

  • Legal Name
  • Country of citizenship
  • Address
  • Foreign tax identifying number
  • Date of birth
  • Signature


Note: If you skip this step during Onboarding you can always go back and finish it later from the Quickstart Menu. If your country of citizenship may have a treaty with the U.S. that allows for a lower tax rate. Click here for more information.  Lines 5 and 6 are to be completed depending on whether or not a tax treaty applies.


If you are not sure if this applies to you, click here for more information.