To ensure a smooth onboarding process and compliance with IRS regulations, we need you to complete a tax form through our secure web-based portal. Completing this form is essential for us to collect the necessary information for U.S. tax reporting. Based on your classification as a U.S. or foreign payee, you will be required to fill out either a W-9 or W-8 form.
Welcome To The U.S. Withholding Certification Submission Process
Thank you for responding to our request for valid U.S. withholding and/or self certification documentation. This website is designed to assist you in determining your status for U.S. tax purposes and CRS, through the creation of necessary tax documents, Forms W-8 or W-9 (and in some cases, an affidavit) and Self Certification forms.
The following screens will guide you, step by step, through the process and help you generate a valid certificate. The system will enable you to electronically sign each form or you can print off and sign manually if you prefer (please note that if manually signed we can only accept original documents as valid certification).
Should you have any questions, there is an FAQ section as well as help icons throughout the process. There's also a Glossary of Terms available.
If you are an intermediary using this process and need to provide a Withholding Statement along with your W-8IMY, then you should click here to download a copy of our
Withholding Statement Template. Please complete this template and attach it when prompted during your submission process.
Please be aware we are not allowed to provide guidance on tax related issues.