Please extract your data as of December 31 of each fiscal year and fill it in the Excel spreadsheet (s). If you encounter any issue, please check following:
- Please do not override the headers in row 1
- Please do not rename the tab below. This must state Sheet1
- Columns should have cell format General (for alpha/numeric fields) or Text (for numeric fields).
- Any additional columns can only be added at the end. Never in between.
- Date of Birth (DOB) column accepted input formats:
DD/MM/YYYY
YYYY-MM-DD
YYYY/DD/MM
- Do not use any formulas in the Excel sheets.
- Check for general forbidden characters:
https://www.irs.gov/businesses/corporations/fatca-xml-schema-best-practices-for-form-8966
- The excel sheets must be saved in Excel Workbook (*.xlsx) or CSV (Comma delimited) (*.csv)
- A list of valid ISO-2 country codes can be found can be extracted.
- Do not put N/A, dash (-) or other comments or symbols.
Can't find your answer? Fill out our support form.