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Financial Planning Office
580 East Main Street
Spartanburg, S.C. 293021931
direct 864.596.9019
fax 864.596.9749
www.converse.edu
Financial. Planning@converse.edu20182019 Verification Worksheet IndependentYour
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What is direct 864?
Direct 864 is a form used to report transfers of property by a U.S. person to a foreign corporation.
Who is required to file direct 864?
Any U.S. person who transfers property to a foreign corporation must file direct 864.
How to fill out direct 864?
Direct 864 can be filled out by providing the required information about the transfer of property to a foreign corporation.
What is the purpose of direct 864?
The purpose of direct 864 is to report transfers of property by a U.S. person to a foreign corporation for tax purposes.
What information must be reported on direct 864?
Direct 864 requires information about the U.S. person making the transfer, the foreign corporation receiving the property, and details about the transferred property.
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