Tax Information > Tax Interview FAQs

Tax Interview FAQs

How do I know if I am a US person?
What name should I provide during the tax information interview?
What is a US Tax Identification Number (TIN)?
I entered my Tax ID number and I am stuck--I cannot move forward.
I am trying to select my federal tax classification. I am a tax-exempt organization under IRS Section 501(c)(3) but there isn't an option for this. What should I choose? [Applicable to US persons]
I do not know what to choose as my type of beneficial owner. [Applicable to non-US persons]
I am completing the interview for a company. Does that mean I am an “agent”? [Applicable to non-US persons]
How do I answer the question related to derivative of income? [Applicable to non-US persons]
Can I claim Tax Treaty benefits (only applicable to non-US persons)?
I just submitted my W-8 form. Can you refund US taxes withheld from prior payments?
I am not able to modify the information on or sign the W-9 or W-8 review form. What should I do?
What does my tax interview status mean?

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