OFST809200 – Is US Tax Forms W8 W9 Needed

US Taxation - Does the investment fund require investors to deliver US tax forms (W-8, W- 9)?

Property Value
OF-ID OFST809200
Name Is US Tax Forms W8 W9 Needed
Area Static data
Level Share Class
Format yes / no
Tags US, Full
Introduced in openfunds 0.9

Allowed values

yes, no

Example

no

FundsXML 4 mapping

FundsXML 4.2.11 has no element for this field. The converter keeps the value as CustomAttributes/Attribute named OF_OFST809200 on the share class (or position), so FundsXML → openfunds restores it unchanged.

The field mapping table lists every field; openfunds to FundsXML explains the rules behind it.

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