Complete Tax Information

Add W8/W9 tax information to an existing investor passport. See more information here Tax Form Guidelines:

• Use W-9 template if investor is an Individual and the investor lives in the United States
• Use W-9-E template if investor is an Entity and the investor lives in the United States
• Use W-BEN template if investor is an Individual and the investor does not live in the United States
• Use W-BEN-E template if investor is an Entity and the investor does not live in the United States

Path Parameters
id string — REQUIRED InvestorPassport ID

Request Body — REQUIRED
tax_form
signature_packet object accepted_intent_to_sign boolean The user accepted an intent to electronically sign the agreement. accepted_electronic_business boolean The user accepted to do business electronically. signer_ip_address string The IP Address of the signer at the time of signing the agreement. signer_user_id string The signer Allocations user ID. signer_email string The email address of the signer at the time of signing the agreement. signature_date string The date the signer signed the agreement.

Responses
200 W8/W9 successfully associated and stored Schema _id string acknowledged boolean