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.
After selecting Non-U.S. Person, click Launch DocuSign to submit the tax form.
You will be asked for the following:
- Legal Name
- Country of citizenship
- Foreign tax identifying number
- Date of birth
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.