Format: CA-YY-BN15-SL-SEQ#, e.g. CA-16-123456789RZ0001-SL-123456789
1-individual account holder; 3-organization account holder.
- F101 for owner-documented FI with specified US owner(s). If selected, you must complete the information in the ControllingPerson tags.
- F102 for passive non-financial entity with substantial US owner(s). If selected, you must
complete the information in the ControllingPerson tags.
- F103 for non-participating FFI.
- F104 for specified US person.
Enter F for FATCA reporting
Format: CA-YY-BN15-FI-SEQ#, e.g. CA-16-123456789RZ0001-FI-123456789
GIIN should be entered with periods as was issued by the IRS. Example: 98Q96B.00000.FI.124
- F601 for foreign financial institution (FFI)
- F602 for Registered Deemed-Compliant (RDC) FFI
- F605 for Qualified Intermediary (QI), Withholding Foreign Partnership (WP), or Withholding Foreign Trust (WT) with an Agreement with the U.S.
- F610 for Withholding Agent under the U.S. Internal Revenue Code
Format: CA-YY-BN15-SP-SEQ#, e.g. CA-16-123456789RZ0001-SP-123456789
- F607 for Sponsoring Entity of a Sponsored foreign financial institution (FFI)