As detailed in this article, you must fill out a FATCA Form when you are investing in a Fund, even if you are not a US person.
Forms W-9, W-8BEN and W-8BEN-E are the most common Forms to fill in.
If you are a US Person (including U.S. citizens and entities that are established in the U.S. or governed by U.S. laws) : Fill in Form W-9.
You can find instructions to fill in this Form here.
If you are a non-US individual investor : Fill in Form W-8BEN.
If you are a non-US legal entity : Fill in Form W-8BEN-E
You can find instructions to fill in this Form here.
You can find a short Loom detailing how to fill in this Form here:
Other type of forms may be used depending on your personal situation, but the above description works most of the time.
Each investor must provide the form that corresponds to their status and ensure it remains current and accurate to reflect any changes in their circumstances.
Roundtable is not a tax advisors and is prohibited by law from providing formal advice in filling out tax forms.
If you require additional guidance, we suggest you contact your accountant or tax attorney who is familiar with your situation and can provide you with individualized advice.