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402 N. Fourth Street
Baton Rouge, LA 70802
T 225.267.6300
F 225.267.6306
www.planningexcellence.orgREQUEST FOR PROPOSALS
Introduction
The Center for Planning Excellence (APEX) is a nonprofit organization
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What is t 225?
T 225 is a form used for reporting foreign financial assets.
Who is required to file t 225?
Individuals who meet the threshold requirements for reporting foreign financial assets are required to file t 225.
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T 225 can be filled out online or submitted by mail following the instructions provided by the IRS.
What is the purpose of t 225?
The purpose of t 225 is to report foreign financial assets that meet the reporting threshold specified by the IRS.
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Information such as the type and value of foreign financial assets must be reported on t 225.
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