Reason you are submitting Form W-7
Choose the one reason that best applies. Financial Connect will confirm the selection before filing.
a Nonresident alien required to get an ITIN to claim a tax treaty benefitb Nonresident alien filing a U.S. federal tax returnc U.S. resident alien (based on days present in the United States) filing a U.S. federal tax returnd Dependent of U.S. citizen/resident aliene Spouse of U.S. citizen/resident alienf Nonresident alien student, professor, or researcher filing a U.S. federal tax return or claiming an exceptiong Dependent/spouse of a nonresident alien holding a U.S. visah Other
Tax return or IRS exception
Reasons b through g generally require a U.S. federal tax return unless an IRS exception applies. Reason a requires an exception.
IRS exception designation
Select the exception shown in the IRS instructions
Exception 1a - Partnership income
Exception 1b - Effectively connected bank interest
Exception 1c - Resident alien bank interest
Exception 1d - Passive income distributions
Exception 2a - Wages, salary, compensation, or honoraria with treaty benefit
Exception 2b - Scholarship, fellowship, or grant with treaty benefit
Exception 2c - Scholarship, fellowship, or grant without treaty benefit
Exception 2d - Gambling income with treaty benefit
Exception 3 - Mortgage interest reporting
Exception 4 - Disposition of U.S. real property
Exception 5 - T.D. 9363 reporting
Relationship to U.S. citizen/resident alien
Name and SSN/ITIN of U.S. citizen/resident alien
Treaty country
Treaty article number
Describe the other reason
1. Name
1a. Legal name
First name
Middle name (optional)
Last name
1b. Name at birth, if different
Enter N/A in each field if your birth name is the same as your legal name.
First name
Middle name
Last name
6. Other information
6a. Country or countries of citizenship
6b. Foreign tax identification number, if any
Enter N/A if your country of tax residence has not issued you a foreign tax identification number.
6c. U.S. visa, if any
Enter only U.S. nonimmigrant visa information.
Visa classification/type
Visa number
Expiration date (MM/DD/YYYY)
6d. First identification document submitted
Identify the document you expect to use. Do not upload or email a copy.
Other document type
Issued by
Document number
Expiration date (MM/DD/YYYY) or N/A
Date of entry into the United States
Date of entry (MM/DD/YYYY)
Explain the entry-date exception
6e. Have you previously received an ITIN or an Internal Revenue Service Number (IRSN)?
6g. College, university, or company, if applicable
If line 6g does not apply, enter N/A in each field.
Name
City and state
Length of stay
Contact and declaration
We use these details to follow up about this intake. The final Form W-7 requires an original signature under the IRS instructions.
Email address
Phone number
Who is completing this intake?
Typed name as declaration
Date signed
Under penalties of perjury, I declare that I have examined the information in this intake and, to the best of my knowledge and belief, it is true, correct, and complete. I authorize Financial Connect to contact me and use this information to evaluate and prepare my Form W-7.
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