Submit W-8IMY tax form

This POST endpoint is used to submit a W-8IMY tax form for a specific user identified by their user_token. The W-8IMY form is used by foreign intermediaries, foreign flow-through entities, or certain U.S. branches to certify their status for withholding purposes. This form is typically used by qualified intermediaries (QI), withholding foreign partnerships (WP), withholding foreign trusts (WT), and non-qualified intermediaries. Basic information (name, address, phone) is retrieved from the user's existing profile.
To use this endpoint, you need to provide the user_token as a parameter in the URL Path and the W-8IMY form data in the request body.

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Path Params
string
required
Body Params
string
length ≤ 80

Disregarded entity name (if applicable)

string
enum
required

Chapter 3 status for withholding

string
enum
required

Chapter 4 (FATCA) status

string
enum

Type of US TIN

Allowed:
string

US Taxpayer Identification Number

string
length ≤ 19

Global Intermediary Identification Number

string
length ≤ 25

Foreign Tax Identification Number

boolean
Defaults to false

Check if FTIN is not legally required

string
length ≤ 50

Reference number for your records

qualified_intermediary
object
disregarded_entity_branch
object
certification
object
required
Responses

404

Not Found

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Response
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application/json