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Please follow the step-by-step instructions as shown in the Advisor Help Center at this link:
https://help.keen.com/hc/en-us/articles/35123827357843-Understanding-W-8-and-W-9-Forms
Documents must be submitted before Dec 31st. Once you see the message confirming in your Payout Method tab under Tax Forms (as shown in the Help Center guide) that you submitted your form in November or December 2024, you have updated your forms and should not need to make any additional updates.
Kindly note that any questions regarding how to complete the forms should be directed to a qualified tax professional.
Nov 26, 2024 - 15:28 PST
Please follow the step-by-step instructions as shown in the Advisor Help Center at this link:
https://help.keen.com/hc/en-us/articles/35123827357843-Understanding-W-8-and-W-9-Forms
Documents must be submitted before Dec 31st. Once you see the message confirming in your Payout Method tab under Tax Forms (as shown in the Help Center guide) that you submitted your form in November or December 2024, you have updated your forms and should not need to make any additional updates.
Kindly note that any questions regarding how to complete the forms should be directed to a qualified tax professional.
Nov 26, 2024 - 15:28 PST