II. Upload W-9 Form (If Applicable)

Indicate whether or not the Shareholder is a U.S. Citizen.

Select Either of the Following Options:

1. Select No:

   

   Fig. 54 US Citizenship Question, No

   1. Continue to the Fill Out Broker Information Section.

2. Select Yes:

   Tax ID Already on File?

   There is no need to upload the Shareholder’s Tax ID if it is already on file.

   

   Fig. 56 Tax ID Already on File

   

   Fig. 57 US Citizenship Question, Yes

1. Download the W-9 Form.

W-9 Not Downloading?

See IRS Form W-9 (PDF).

Fig. 60 Download W-9 Form Button Location

2. Complete the W-9 Form.

3. Select Choose File to upload the form.

Fig. 62 Choose File Button Location