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Tax Status for IndividualsCOMPLETION INSTRUCTIONS: Sections IIIIIIIVVAll NonUS personsUS PersonsW9This tax booklet is required for purposes of conrming the US/NONUS status and the tax residence of all individuals who are either: i. Benecial Owners of the account according to the US tax principles; or ii. Controlling Persons of an entity that qualies as Passive NonFinancial Foreign Entity (NFFE) for FATCA purposes or

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What is completion instructions?

Completion instructions are guidelines provided to ensure that specific information is accurately reported in financial or regulatory documents, detailing how to complete various forms and submissions.

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Typically, organizations or individuals involved in regulated activities or financial reporting are required to file completion instructions, as mandated by relevant authorities or regulatory bodies.

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To fill out completion instructions, carefully read the provided guidelines, follow the step-by-step procedures outlined, and ensure all required fields are accurately completed with the necessary information.

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The purpose of completion instructions is to standardize the reporting process, ensure accuracy and consistency in information submitted, and facilitate compliance with regulatory requirements.

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Information that must be reported includes identification details of the filer, specific financial data, compliance-related information, and any other relevant data required by the governing regulations or authorities.