POST

Submit DAC8 Self-Certification Tax Documentation

Submits DAC8/CARF Self-Certification tax documentation data for the specified enterprise account owner. Pass-through to TaxBit POST /v1/account-owners/{id}/tax-documentation-data/self-certification. Note: This endpoint currently returns hardcoded mock responses for initial client integration.

Path Params

enterpriseId string required

The enterprise ID to get a token for

32 to 32 characters · matches ^[0-9a-zA-Z]{32}$

Body Params

object

DAC8/CARF Self-Certification submission payload matching TaxBit POST /v1/account-owners/{id}/tax-documentation-data/self-certification.

name string

Legal name of the individual or entity
permanent_address object

Shared TaxBit address object used across W-9, W-8BEN, W-8BEN-E, and Self-Certification.
permanent_address object
- first_line string
  
  First line of the address
- second_line string
  
  Second line of the address
- city string
  
  City
- state_or_province string
  
  State or province (US state, Canada province, or other)
- postal_code string
  
  Postal code
- country string enum
  
  Country identifier (ISO 3166-1 alpha-2 code, IRS-only code, or territory name per TaxBit specification).
  
  ADAEAFAGAIALAMANAOAQARASATAUAWAXAZBABBBDBEBFBGBHBIBJBLBMBNBOBQBRBSBTBVBWBYBZCACCCDCFCGCHCICKCLCMCNCOCRCUCVCWCXCYCZDEDJDKDMDODZECEEEGEHERESETFIFJFKFMFOFRGAGBGDGEGFGGGHGIGLGMGNGPGQGRGSGTGUGWGYHKHMHNHRHTHUIDIEILIMINIOIQIRISITJEJMJOJPKEKGKHKIKMKNKPKRKWKYKZLALBLCLILKLRLSLTLULVLYMAMCMDMEMFMGMHMKMLMMMNMOMPMQMRMSMTMUMVMWMXMYMZNANCNENFNGNINLNONPNRNUNZOMPAPEPFPGPHPKPLPMPNPRPSPTPWPYQARERORSRURWSASBSCSDSESGSHSISJSKSLSMSNSOSRSSSTSVSXSYSZTCTDTFTGTHTJTKTLTMTNTOTRTTTVTWTZUAUGUMUSUYUZVAVCVEVGVIVNVUWFWSYEYTZAZMZWXKFQIPDXHQDQJQKQOCLQWQWZAKROTIRIASHMORE AND CARTIER ISLANDSBURMACORAL SEA ISLANDSEAST TIMORMIDWAY ISLANDSNAVASSA ISLANDPARACEL ISLANDSSPRATLY ISLANDSSVALBARD
mailing_address object

Shared TaxBit address object used across W-9, W-8BEN, W-8BEN-E, and Self-Certification.
mailing_address object
- first_line string
  
  First line of the address
- second_line string
  
  Second line of the address
- city string
  
  City
- state_or_province string
  
  State or province (US state, Canada province, or other)
- postal_code string
  
  Postal code
- country string enum
  
  Country identifier (ISO 3166-1 alpha-2 code, IRS-only code, or territory name per TaxBit specification).
  
  ADAEAFAGAIALAMANAOAQARASATAUAWAXAZBABBBDBEBFBGBHBIBJBLBMBNBOBQBRBSBTBVBWBYBZCACCCDCFCGCHCICKCLCMCNCOCRCUCVCWCXCYCZDEDJDKDMDODZECEEEGEHERESETFIFJFKFMFOFRGAGBGDGEGFGGGHGIGLGMGNGPGQGRGSGTGUGWGYHKHMHNHRHTHUIDIEILIMINIOIQIRISITJEJMJOJPKEKGKHKIKMKNKPKRKWKYKZLALBLCLILKLRLSLTLULVLYMAMCMDMEMFMGMHMKMLMMMNMOMPMQMRMSMTMUMVMWMXMYMZNANCNENFNGNINLNONPNRNUNZOMPAPEPFPGPHPKPLPMPNPRPSPTPWPYQARERORSRURWSASBSCSDSESGSHSISJSKSLSMSNSOSRSSSTSVSXSYSZTCTDTFTGTHTJTKTLTMTNTOTRTTTVTWTZUAUGUMUSUYUZVAVCVEVGVIVNVUWFWSYEYTZAZMZWXKFQIPDXHQDQJQKQOCLQWQWZAKROTIRIASHMORE AND CARTIER ISLANDSBURMACORAL SEA ISLANDSEAST TIMORMIDWAY ISLANDSNAVASSA ISLANDPARACEL ISLANDSSPRATLY ISLANDSSVALBARD
tax_residences array of objects

List of tax residency jurisdictions and TINs
tax_residences object
- country string enum
  
  Country identifier (ISO 3166-1 alpha-2 code, IRS-only code, or territory name per TaxBit specification).
  
  ADAEAFAGAIALAMANAOAQARASATAUAWAXAZBABBBDBEBFBGBHBIBJBLBMBNBOBQBRBSBTBVBWBYBZCACCCDCFCGCHCICKCLCMCNCOCRCUCVCWCXCYCZDEDJDKDMDODZECEEEGEHERESETFIFJFKFMFOFRGAGBGDGEGFGGGHGIGLGMGNGPGQGRGSGTGUGWGYHKHMHNHRHTHUIDIEILIMINIOIQIRISITJEJMJOJPKEKGKHKIKMKNKPKRKWKYKZLALBLCLILKLRLSLTLULVLYMAMCMDMEMFMGMHMKMLMMMNMOMPMQMRMSMTMUMVMWMXMYMZNANCNENFNGNINLNONPNRNUNZOMPAPEPFPGPHPKPLPMPNPRPSPTPWPYQARERORSRURWSASBSCSDSESGSHSISJSKSLSMSNSOSRSSSTSVSXSYSZTCTDTFTGTHTJTKTLTMTNTOTRTTTVTWTZUAUGUMUSUYUZVAVCVEVGVIVNVUWFWSYEYTZAZMZWXKFQIPDXHQDQJQKQOCLQWQWZAKROTIRIASHMORE AND CARTIER ISLANDSBURMACORAL SEA ISLANDSEAST TIMORMIDWAY ISLANDSNAVASSA ISLANDPARACEL ISLANDSSPRATLY ISLANDSSVALBARD
- tin string
  
  Tax Identification Number (TIN) for the jurisdiction
- tin_not_required boolean
  
  Indicates if a TIN is not required or not issued
- tin_not_required_reason string enum
  
  Reason why a TIN was not provided
  
  NOT_ISSUEDNOT_REQUIREDOTHER
- tin_not_required_reason_other string
  
  Free-text explanation when tin_not_required_reason is OTHER
- hashed_tin string
  
  SHA-256 hash of the TIN returned by TaxBit
classification string enum

CRS/CARF classification of the account owner

INDIVIDUALFINANCIAL_INSTITUTION_DEPOSITORY_INSTITUTIONFINANCIAL_INSTITUTION_CUSTODIAL_INSTITUTIONFINANCIAL_INSTITUTION_INSURANCE_COMPANYFINANCIAL_INSTITUTION_NON_REPORTINGFINANCIAL_INSTITUTION_INVESTMENT_ENTITY_MANAGEDFINANCIAL_INSTITUTION_INVESTMENT_ENTITY_OTHERACTIVE_NFE_GOVERNMENT_ENTITYACTIVE_NFE_CENTRAL_BANKACTIVE_NFE_INTERNATIONAL_ORGANIZATIONACTIVE_NFE_PUBLIC_CORPORATIONACTIVE_NFE_OTHERPASSIVE_NFE
signature_date string

Date the self-certification was signed (YYYY-MM-DD or ISO 8601)
has_signed_and_certified boolean

Indicates that the account owner has signed and certified the self-certification
date_of_birth string

Date of birth for individual account owners (YYYY-MM-DD)
city_of_birth string

City of birth for individual account owners
country_of_birth string enum

Country identifier (ISO 3166-1 alpha-2 code, IRS-only code, or territory name per TaxBit specification).

ADAEAFAGAIALAMANAOAQARASATAUAWAXAZBABBBDBEBFBGBHBIBJBLBMBNBOBQBRBSBTBVBWBYBZCACCCDCFCGCHCICKCLCMCNCOCRCUCVCWCXCYCZDEDJDKDMDODZECEEEGEHERESETFIFJFKFMFOFRGAGBGDGEGFGGGHGIGLGMGNGPGQGRGSGTGUGWGYHKHMHNHRHTHUIDIEILIMINIOIQIRISITJEJMJOJPKEKGKHKIKMKNKPKRKWKYKZLALBLCLILKLRLSLTLULVLYMAMCMDMEMFMGMHMKMLMMMNMOMPMQMRMSMTMUMVMWMXMYMZNANCNENFNGNINLNONPNRNUNZOMPAPEPFPGPHPKPLPMPNPRPSPTPWPYQARERORSRURWSASBSCSDSESGSHSISJSKSLSMSNSOSRSSSTSVSXSYSZTCTDTFTGTHTJTKTLTMTNTOTRTTTVTWTZUAUGUMUSUYUZVAVCVEVGVIVNVUWFWSYEYTZAZMZWXKFQIPDXHQDQJQKQOCLQWQWZAKROTIRIASHMORE AND CARTIER ISLANDSBURMACORAL SEA ISLANDSEAST TIMORMIDWAY ISLANDSNAVASSA ISLANDPARACEL ISLANDSSPRATLY ISLANDSSVALBARD
country_of_citizenship string enum

Country identifier (ISO 3166-1 alpha-2 code, IRS-only code, or territory name per TaxBit specification).

ADAEAFAGAIALAMANAOAQARASATAUAWAXAZBABBBDBEBFBGBHBIBJBLBMBNBOBQBRBSBTBVBWBYBZCACCCDCFCGCHCICKCLCMCNCOCRCUCVCWCXCYCZDEDJDKDMDODZECEEEGEHERESETFIFJFKFMFOFRGAGBGDGEGFGGGHGIGLGMGNGPGQGRGSGTGUGWGYHKHMHNHRHTHUIDIEILIMINIOIQIRISITJEJMJOJPKEKGKHKIKMKNKPKRKWKYKZLALBLCLILKLRLSLTLULVLYMAMCMDMEMFMGMHMKMLMMMNMOMPMQMRMSMTMUMVMWMXMYMZNANCNENFNGNINLNONPNRNUNZOMPAPEPFPGPHPKPLPMPNPRPSPTPWPYQARERORSRURWSASBSCSDSESGSHSISJSKSLSMSNSOSRSSSTSVSXSYSZTCTDTFTGTHTJTKTLTMTNTOTRTTTVTWTZUAUGUMUSUYUZVAVCVEVGVIVNVUWFWSYEYTZAZMZWXKFQIPDXHQDQJQKQOCLQWQWZAKROTIRIASHMORE AND CARTIER ISLANDSBURMACORAL SEA ISLANDSEAST TIMORMIDWAY ISLANDSNAVASSA ISLANDPARACEL ISLANDSSPRATLY ISLANDSSVALBARD
entity_type string enum

Entity type when classification is PASSIVE_NFE

TRUSTSIMILAR_TO_TRUSTOTHER
securities_market string

Established securities market when classification is ACTIVE_NFE_PUBLIC_CORPORATION
related_corporation string

Name of related corporation if affiliated with a publicly traded corporation
controlling_persons array of objects

Controlling persons for Passive NFE or managed investment entity
controlling_persons object
- name string
  
  Full name of the controlling person
- address object
  
  Shared TaxBit address object used across W-9, W-8BEN, W-8BEN-E, and Self-Certification.
  address object
  - first_line string
    
    First line of the address
  - second_line string
    
    Second line of the address
  - city string
    
    City
  - state_or_province string
    
    State or province (US state, Canada province, or other)
  - postal_code string
    
    Postal code
  - country string enum
    
    Country identifier (ISO 3166-1 alpha-2 code, IRS-only code, or territory name per TaxBit specification).
    
    ADAEAFAGAIALAMANAOAQARASATAUAWAXAZBABBBDBEBFBGBHBIBJBLBMBNBOBQBRBSBTBVBWBYBZCACCCDCFCGCHCICKCLCMCNCOCRCUCVCWCXCYCZDEDJDKDMDODZECEEEGEHERESETFIFJFKFMFOFRGAGBGDGEGFGGGHGIGLGMGNGPGQGRGSGTGUGWGYHKHMHNHRHTHUIDIEILIMINIOIQIRISITJEJMJOJPKEKGKHKIKMKNKPKRKWKYKZLALBLCLILKLRLSLTLULVLYMAMCMDMEMFMGMHMKMLMMMNMOMPMQMRMSMTMUMVMWMXMYMZNANCNENFNGNINLNONPNRNUNZOMPAPEPFPGPHPKPLPMPNPRPSPTPWPYQARERORSRURWSASBSCSDSESGSHSISJSKSLSMSNSOSRSSSTSVSXSYSZTCTDTFTGTHTJTKTLTMTNTOTRTTTVTWTZUAUGUMUSUYUZVAVCVEVGVIVNVUWFWSYEYTZAZMZWXKFQIPDXHQDQJQKQOCLQWQWZAKROTIRIASHMORE AND CARTIER ISLANDSBURMACORAL SEA ISLANDSEAST TIMORMIDWAY ISLANDSNAVASSA ISLANDPARACEL ISLANDSSPRATLY ISLANDSSVALBARD
- mailing_address object
  
  Shared TaxBit address object used across W-9, W-8BEN, W-8BEN-E, and Self-Certification.
  mailing_address object
  - first_line string
    
    First line of the address
  - second_line string
    
    Second line of the address
  - city string
    
    City
  - state_or_province string
    
    State or province (US state, Canada province, or other)
  - postal_code string
    
    Postal code
  - country string enum
    
    Country identifier (ISO 3166-1 alpha-2 code, IRS-only code, or territory name per TaxBit specification).
    
    ADAEAFAGAIALAMANAOAQARASATAUAWAXAZBABBBDBEBFBGBHBIBJBLBMBNBOBQBRBSBTBVBWBYBZCACCCDCFCGCHCICKCLCMCNCOCRCUCVCWCXCYCZDEDJDKDMDODZECEEEGEHERESETFIFJFKFMFOFRGAGBGDGEGFGGGHGIGLGMGNGPGQGRGSGTGUGWGYHKHMHNHRHTHUIDIEILIMINIOIQIRISITJEJMJOJPKEKGKHKIKMKNKPKRKWKYKZLALBLCLILKLRLSLTLULVLYMAMCMDMEMFMGMHMKMLMMMNMOMPMQMRMSMTMUMVMWMXMYMZNANCNENFNGNINLNONPNRNUNZOMPAPEPFPGPHPKPLPMPNPRPSPTPWPYQARERORSRURWSASBSCSDSESGSHSISJSKSLSMSNSOSRSSSTSVSXSYSZTCTDTFTGTHTJTKTLTMTNTOTRTTTVTWTZUAUGUMUSUYUZVAVCVEVGVIVNVUWFWSYEYTZAZMZWXKFQIPDXHQDQJQKQOCLQWQWZAKROTIRIASHMORE AND CARTIER ISLANDSBURMACORAL SEA ISLANDSEAST TIMORMIDWAY ISLANDSNAVASSA ISLANDPARACEL ISLANDSSPRATLY ISLANDSSVALBARD
- mailing_address_is_different boolean
  
  Indicates if the mailing address differs from the permanent address
- date_of_birth string
  
  Date of birth of the controlling person (YYYY-MM-DD)
- city_of_birth string
  
  City of birth of the controlling person
- country_of_citizenship string enum
  
  Country identifier (ISO 3166-1 alpha-2 code, IRS-only code, or territory name per TaxBit specification).
  
  ADAEAFAGAIALAMANAOAQARASATAUAWAXAZBABBBDBEBFBGBHBIBJBLBMBNBOBQBRBSBTBVBWBYBZCACCCDCFCGCHCICKCLCMCNCOCRCUCVCWCXCYCZDEDJDKDMDODZECEEEGEHERESETFIFJFKFMFOFRGAGBGDGEGFGGGHGIGLGMGNGPGQGRGSGTGUGWGYHKHMHNHRHTHUIDIEILIMINIOIQIRISITJEJMJOJPKEKGKHKIKMKNKPKRKWKYKZLALBLCLILKLRLSLTLULVLYMAMCMDMEMFMGMHMKMLMMMNMOMPMQMRMSMTMUMVMWMXMYMZNANCNENFNGNINLNONPNRNUNZOMPAPEPFPGPHPKPLPMPNPRPSPTPWPYQARERORSRURWSASBSCSDSESGSHSISJSKSLSMSNSOSRSSSTSVSXSYSZTCTDTFTGTHTJTKTLTMTNTOTRTTTVTWTZUAUGUMUSUYUZVAVCVEVGVIVNVUWFWSYEYTZAZMZWXKFQIPDXHQDQJQKQOCLQWQWZAKROTIRIASHMORE AND CARTIER ISLANDSBURMACORAL SEA ISLANDSEAST TIMORMIDWAY ISLANDSNAVASSA ISLANDPARACEL ISLANDSSPRATLY ISLANDSSVALBARD
- ownership_percentage number
  
  Percentage of ownership or control
- residence_by_investment_confirmed boolean
  
  Confirms whether tax residency includes any CBI/RBI program
- role string enum
  
  Role of the controlling person in controlling the entity
  
  SETTLORTRUSTEEPROTECTORBENEFICIARYOTHERSETTLOR_EQUIVALENTTRUSTEE_EQUIVALENTPROTECTOR_EQUIVALENTBENEFICIARY_EQUIVALENTOTHER_EQUIVALENTOWNEROTHER_MEANSSENIOR_MANAGING_OFFICIAL
- role_other string
  
  Description when role is OTHER
- role_other_equivalent string
  
  Description when role is OTHER_EQUIVALENT
- tax_residences array of objects
  
  Tax residences of the controlling person
  tax_residences object
  - country string enum
    
    Country identifier (ISO 3166-1 alpha-2 code, IRS-only code, or territory name per TaxBit specification).
    
    ADAEAFAGAIALAMANAOAQARASATAUAWAXAZBABBBDBEBFBGBHBIBJBLBMBNBOBQBRBSBTBVBWBYBZCACCCDCFCGCHCICKCLCMCNCOCRCUCVCWCXCYCZDEDJDKDMDODZECEEEGEHERESETFIFJFKFMFOFRGAGBGDGEGFGGGHGIGLGMGNGPGQGRGSGTGUGWGYHKHMHNHRHTHUIDIEILIMINIOIQIRISITJEJMJOJPKEKGKHKIKMKNKPKRKWKYKZLALBLCLILKLRLSLTLULVLYMAMCMDMEMFMGMHMKMLMMMNMOMPMQMRMSMTMUMVMWMXMYMZNANCNENFNGNINLNONPNRNUNZOMPAPEPFPGPHPKPLPMPNPRPSPTPWPYQARERORSRURWSASBSCSDSESGSHSISJSKSLSMSNSOSRSSSTSVSXSYSZTCTDTFTGTHTJTKTLTMTNTOTRTTTVTWTZUAUGUMUSUYUZVAVCVEVGVIVNVUWFWSYEYTZAZMZWXKFQIPDXHQDQJQKQOCLQWQWZAKROTIRIASHMORE AND CARTIER ISLANDSBURMACORAL SEA ISLANDSEAST TIMORMIDWAY ISLANDSNAVASSA ISLANDPARACEL ISLANDSSPRATLY ISLANDSSVALBARD
  - tin string
    
    Tax Identification Number (TIN) for the jurisdiction
  - tin_not_required boolean
    
    Indicates if a TIN is not required or not issued
  - tin_not_required_reason string enum
    
    Reason why a TIN was not provided
    
    NOT_ISSUEDNOT_REQUIREDOTHER
  - tin_not_required_reason_other string
    
    Free-text explanation when tin_not_required_reason is OTHER
  - hashed_tin string
    
    SHA-256 hash of the TIN returned by TaxBit
signature_capacity string enum

Capacity in which the representative is signing

OFFICEREXECUTOROTHER_CAPACITY
signature_capacity_other string

Description when signature_capacity is OTHER_CAPACITY
giin string

Global Intermediary Identification Number (GIIN)
residence_by_investment_confirmed boolean

Confirms whether tax residency information includes any CBI/RBI program
signature string

Electronic signature of the signer

Responses

201

Response Body

object

Response returned upon successful Self-Certification submission.

data object required
data object
- name string
  
  Legal name of the individual or entity
- permanent_address object
  
  Shared TaxBit address object used across W-9, W-8BEN, W-8BEN-E, and Self-Certification.
  permanent_address object
  - first_line string
    
    First line of the address
  - second_line string
    
    Second line of the address
  - city string
    
    City
  - state_or_province string
    
    State or province (US state, Canada province, or other)
  - postal_code string
    
    Postal code
  - country string enum
    
    Country identifier (ISO 3166-1 alpha-2 code, IRS-only code, or territory name per TaxBit specification).
    
    ADAEAFAGAIALAMANAOAQARASATAUAWAXAZBABBBDBEBFBGBHBIBJBLBMBNBOBQBRBSBTBVBWBYBZCACCCDCFCGCHCICKCLCMCNCOCRCUCVCWCXCYCZDEDJDKDMDODZECEEEGEHERESETFIFJFKFMFOFRGAGBGDGEGFGGGHGIGLGMGNGPGQGRGSGTGUGWGYHKHMHNHRHTHUIDIEILIMINIOIQIRISITJEJMJOJPKEKGKHKIKMKNKPKRKWKYKZLALBLCLILKLRLSLTLULVLYMAMCMDMEMFMGMHMKMLMMMNMOMPMQMRMSMTMUMVMWMXMYMZNANCNENFNGNINLNONPNRNUNZOMPAPEPFPGPHPKPLPMPNPRPSPTPWPYQARERORSRURWSASBSCSDSESGSHSISJSKSLSMSNSOSRSSSTSVSXSYSZTCTDTFTGTHTJTKTLTMTNTOTRTTTVTWTZUAUGUMUSUYUZVAVCVEVGVIVNVUWFWSYEYTZAZMZWXKFQIPDXHQDQJQKQOCLQWQWZAKROTIRIASHMORE AND CARTIER ISLANDSBURMACORAL SEA ISLANDSEAST TIMORMIDWAY ISLANDSNAVASSA ISLANDPARACEL ISLANDSSPRATLY ISLANDSSVALBARD
- mailing_address object
  
  Shared TaxBit address object used across W-9, W-8BEN, W-8BEN-E, and Self-Certification.
  mailing_address object
  - Same shape as TaxbitAddress.
- tax_residences array of objects
  
  List of tax residency jurisdictions and TINs
  tax_residences object
  - country string enum
    
    Country identifier (ISO 3166-1 alpha-2 code, IRS-only code, or territory name per TaxBit specification).
    
    ADAEAFAGAIALAMANAOAQARASATAUAWAXAZBABBBDBEBFBGBHBIBJBLBMBNBOBQBRBSBTBVBWBYBZCACCCDCFCGCHCICKCLCMCNCOCRCUCVCWCXCYCZDEDJDKDMDODZECEEEGEHERESETFIFJFKFMFOFRGAGBGDGEGFGGGHGIGLGMGNGPGQGRGSGTGUGWGYHKHMHNHRHTHUIDIEILIMINIOIQIRISITJEJMJOJPKEKGKHKIKMKNKPKRKWKYKZLALBLCLILKLRLSLTLULVLYMAMCMDMEMFMGMHMKMLMMMNMOMPMQMRMSMTMUMVMWMXMYMZNANCNENFNGNINLNONPNRNUNZOMPAPEPFPGPHPKPLPMPNPRPSPTPWPYQARERORSRURWSASBSCSDSESGSHSISJSKSLSMSNSOSRSSSTSVSXSYSZTCTDTFTGTHTJTKTLTMTNTOTRTTTVTWTZUAUGUMUSUYUZVAVCVEVGVIVNVUWFWSYEYTZAZMZWXKFQIPDXHQDQJQKQOCLQWQWZAKROTIRIASHMORE AND CARTIER ISLANDSBURMACORAL SEA ISLANDSEAST TIMORMIDWAY ISLANDSNAVASSA ISLANDPARACEL ISLANDSSPRATLY ISLANDSSVALBARD
  - tin string
    
    Tax Identification Number (TIN) for the jurisdiction
  - tin_not_required boolean
    
    Indicates if a TIN is not required or not issued
  - tin_not_required_reason string enum
    
    Reason why a TIN was not provided
    
    NOT_ISSUEDNOT_REQUIREDOTHER
  - tin_not_required_reason_other string
    
    Free-text explanation when tin_not_required_reason is OTHER
  - hashed_tin string
    
    SHA-256 hash of the TIN returned by TaxBit
- classification string enum
  
  CRS/CARF classification of the account owner
  
  INDIVIDUALFINANCIAL_INSTITUTION_DEPOSITORY_INSTITUTIONFINANCIAL_INSTITUTION_CUSTODIAL_INSTITUTIONFINANCIAL_INSTITUTION_INSURANCE_COMPANYFINANCIAL_INSTITUTION_NON_REPORTINGFINANCIAL_INSTITUTION_INVESTMENT_ENTITY_MANAGEDFINANCIAL_INSTITUTION_INVESTMENT_ENTITY_OTHERACTIVE_NFE_GOVERNMENT_ENTITYACTIVE_NFE_CENTRAL_BANKACTIVE_NFE_INTERNATIONAL_ORGANIZATIONACTIVE_NFE_PUBLIC_CORPORATIONACTIVE_NFE_OTHERPASSIVE_NFE
- signature_date string
  
  Date the self-certification was signed (YYYY-MM-DD or ISO 8601)
- has_signed_and_certified boolean
  
  Indicates that the account owner has signed and certified the self-certification
- date_of_birth string
  
  Date of birth for individual account owners (YYYY-MM-DD)
- city_of_birth string
  
  City of birth for individual account owners
- country_of_birth string enum
  
  Country identifier (ISO 3166-1 alpha-2 code, IRS-only code, or territory name per TaxBit specification).
  
  ADAEAFAGAIALAMANAOAQARASATAUAWAXAZBABBBDBEBFBGBHBIBJBLBMBNBOBQBRBSBTBVBWBYBZCACCCDCFCGCHCICKCLCMCNCOCRCUCVCWCXCYCZDEDJDKDMDODZECEEEGEHERESETFIFJFKFMFOFRGAGBGDGEGFGGGHGIGLGMGNGPGQGRGSGTGUGWGYHKHMHNHRHTHUIDIEILIMINIOIQIRISITJEJMJOJPKEKGKHKIKMKNKPKRKWKYKZLALBLCLILKLRLSLTLULVLYMAMCMDMEMFMGMHMKMLMMMNMOMPMQMRMSMTMUMVMWMXMYMZNANCNENFNGNINLNONPNRNUNZOMPAPEPFPGPHPKPLPMPNPRPSPTPWPYQARERORSRURWSASBSCSDSESGSHSISJSKSLSMSNSOSRSSSTSVSXSYSZTCTDTFTGTHTJTKTLTMTNTOTRTTTVTWTZUAUGUMUSUYUZVAVCVEVGVIVNVUWFWSYEYTZAZMZWXKFQIPDXHQDQJQKQOCLQWQWZAKROTIRIASHMORE AND CARTIER ISLANDSBURMACORAL SEA ISLANDSEAST TIMORMIDWAY ISLANDSNAVASSA ISLANDPARACEL ISLANDSSPRATLY ISLANDSSVALBARD
- country_of_citizenship string enum
  
  Country identifier (ISO 3166-1 alpha-2 code, IRS-only code, or territory name per TaxBit specification).
  
  ADAEAFAGAIALAMANAOAQARASATAUAWAXAZBABBBDBEBFBGBHBIBJBLBMBNBOBQBRBSBTBVBWBYBZCACCCDCFCGCHCICKCLCMCNCOCRCUCVCWCXCYCZDEDJDKDMDODZECEEEGEHERESETFIFJFKFMFOFRGAGBGDGEGFGGGHGIGLGMGNGPGQGRGSGTGUGWGYHKHMHNHRHTHUIDIEILIMINIOIQIRISITJEJMJOJPKEKGKHKIKMKNKPKRKWKYKZLALBLCLILKLRLSLTLULVLYMAMCMDMEMFMGMHMKMLMMMNMOMPMQMRMSMTMUMVMWMXMYMZNANCNENFNGNINLNONPNRNUNZOMPAPEPFPGPHPKPLPMPNPRPSPTPWPYQARERORSRURWSASBSCSDSESGSHSISJSKSLSMSNSOSRSSSTSVSXSYSZTCTDTFTGTHTJTKTLTMTNTOTRTTTVTWTZUAUGUMUSUYUZVAVCVEVGVIVNVUWFWSYEYTZAZMZWXKFQIPDXHQDQJQKQOCLQWQWZAKROTIRIASHMORE AND CARTIER ISLANDSBURMACORAL SEA ISLANDSEAST TIMORMIDWAY ISLANDSNAVASSA ISLANDPARACEL ISLANDSSPRATLY ISLANDSSVALBARD
- entity_type string enum
  
  Entity type when classification is PASSIVE_NFE
  
  TRUSTSIMILAR_TO_TRUSTOTHER
- securities_market string
  
  Established securities market when classification is ACTIVE_NFE_PUBLIC_CORPORATION
- related_corporation string
  
  Name of related corporation if affiliated with a publicly traded corporation
- controlling_persons array of objects
  
  Controlling persons for Passive NFE or managed investment entity
  controlling_persons object
  - name string
    
    Full name of the controlling person
  - address object
    
    Shared TaxBit address object used across W-9, W-8BEN, W-8BEN-E, and Self-Certification.
    
    address object
    
    Same shape as TaxbitAddress.
  - mailing_address object
    
    Shared TaxBit address object used across W-9, W-8BEN, W-8BEN-E, and Self-Certification.
    
    mailing_address object
    
    Same shape as TaxbitAddress.
  - mailing_address_is_different boolean
    
    Indicates if the mailing address differs from the permanent address
  - date_of_birth string
    
    Date of birth of the controlling person (YYYY-MM-DD)
  - city_of_birth string
    
    City of birth of the controlling person
  - country_of_citizenship string enum
    
    Country identifier (ISO 3166-1 alpha-2 code, IRS-only code, or territory name per TaxBit specification).
    
    ADAEAFAGAIALAMANAOAQARASATAUAWAXAZBABBBDBEBFBGBHBIBJBLBMBNBOBQBRBSBTBVBWBYBZCACCCDCFCGCHCICKCLCMCNCOCRCUCVCWCXCYCZDEDJDKDMDODZECEEEGEHERESETFIFJFKFMFOFRGAGBGDGEGFGGGHGIGLGMGNGPGQGRGSGTGUGWGYHKHMHNHRHTHUIDIEILIMINIOIQIRISITJEJMJOJPKEKGKHKIKMKNKPKRKWKYKZLALBLCLILKLRLSLTLULVLYMAMCMDMEMFMGMHMKMLMMMNMOMPMQMRMSMTMUMVMWMXMYMZNANCNENFNGNINLNONPNRNUNZOMPAPEPFPGPHPKPLPMPNPRPSPTPWPYQARERORSRURWSASBSCSDSESGSHSISJSKSLSMSNSOSRSSSTSVSXSYSZTCTDTFTGTHTJTKTLTMTNTOTRTTTVTWTZUAUGUMUSUYUZVAVCVEVGVIVNVUWFWSYEYTZAZMZWXKFQIPDXHQDQJQKQOCLQWQWZAKROTIRIASHMORE AND CARTIER ISLANDSBURMACORAL SEA ISLANDSEAST TIMORMIDWAY ISLANDSNAVASSA ISLANDPARACEL ISLANDSSPRATLY ISLANDSSVALBARD
  - ownership_percentage number
    
    Percentage of ownership or control
  - residence_by_investment_confirmed boolean
    
    Confirms whether tax residency includes any CBI/RBI program
  - role string enum
    
    Role of the controlling person in controlling the entity
    
    SETTLORTRUSTEEPROTECTORBENEFICIARYOTHERSETTLOR_EQUIVALENTTRUSTEE_EQUIVALENTPROTECTOR_EQUIVALENTBENEFICIARY_EQUIVALENTOTHER_EQUIVALENTOWNEROTHER_MEANSSENIOR_MANAGING_OFFICIAL
  - role_other string
    
    Description when role is OTHER
  - role_other_equivalent string
    
    Description when role is OTHER_EQUIVALENT
  - tax_residences array of objects
    
    Tax residences of the controlling person
    
    tax_residences object
    
    Same shape as SelfCertificationTaxResidence.
- signature_capacity string enum
  
  Capacity in which the representative is signing
  
  OFFICEREXECUTOROTHER_CAPACITY
- signature_capacity_other string
  
  Description when signature_capacity is OTHER_CAPACITY
- giin string
  
  Global Intermediary Identification Number (GIIN)
- residence_by_investment_confirmed boolean
  
  Confirms whether tax residency information includes any CBI/RBI program
- signature string
  
  Electronic signature of the signer
- active_non_financial_entity_type string enum
  
  Derived active NFE subtype
  
  OTHERINTERNATIONAL_ORGANIZATIONGOVERNMENT_ENTITYCENTRAL_BANKPUBLIC_CORPORATION
- financial_institution_type string enum
  
  Derived financial institution subtype
  
  DEPOSITORY_INSTITUTIONCUSTODIAL_INSTITUTIONINVESTMENT_ENTITYINSURANCE_COMPANYNON_REPORTING_FINANCIAL_INSTITUTION
- investment_entity_managed boolean
  
  Indicates whether the investment entity is professionally managed
- is_individual boolean
  
  Indicates whether the account owner is an individual
- self_certification_account_type string enum
  
  Derived entity account category
  
  FINANCIAL_INSTITUTIONPASSIVE_NON_FINANCIAL_ENTITYACTIVE_NON_FINANCIAL_ENTITY

400

Response Body

object

error string required

Error message describing the validation failure
message string required

Details of why the request was rejected
issues array of objects

Per-field validation failures when the request body fails schema validation
issues object
- <key> object

401

Response Body

object

error string

Error name for the rejected request
message string required

Reason the request was rejected

403

Response Body

object

error string

Error message when the caller lacks permission on the enterprise
message string

Explicit deny message

404

Response Body

object

error string required

Error message indicating the resource was not found
message string required

Which resource could not be found

409

Response Body

object

error string required

Error message indicating a tax form was already submitted for the current tax year
message string required

Details of the existing submission conflict

429

Response Body

object

error string required

Error code emitted when the caller exceeds the rate limit
message string required

How long to wait before retrying

500

Response Body

object

error string required

Language

Credentials

Bearer

Request

curl -X POST \
     --url 'https://app.bitgo-test.com/api/identity-service/v1/taxbit/account/enterpriseId/tax-documentation-data/self-certification' \
     --header 'accept: application/json' \
     --header 'Authorization: Bearer YOUR_ACCESS_TOKEN' \
     --header 'content-type: application/json' \
     --data '{,
       "name": "Euro Crypto GmbH",
       "permanent_address": {,
         "first_line": "123 Pine St",
         "second_line": "Apt 456",
         "city": "Seattle",
         "state_or_province": "WA",
         "postal_code": "98000",
         "country": "US"
       },
       "mailing_address": {,
         "first_line": "123 Pine St",
         "second_line": "Apt 456",
         "city": "Seattle",
         "state_or_province": "WA",
         "postal_code": "98000",
         "country": "US"
       },
       "tax_residences": [
         {,
           "country": "US",
           "tin": "string",
           "tin_not_required": true,
           "tin_not_required_reason": "NOT_ISSUED",
           "tin_not_required_reason_other": "string",
           "hashed_tin": "string"
         }
       ],
       "classification": "INDIVIDUAL",
       "signature_date": "string",
       "has_signed_and_certified": true,
       "date_of_birth": "string",
       "city_of_birth": "string",
       "country_of_birth": "US",
       "country_of_citizenship": "US",
       "entity_type": "TRUST",
       "securities_market": "string",
       "related_corporation": "string",
       "controlling_persons": [
         {,
           "name": "string",
           "address": {,
             "first_line": "123 Pine St",
             "second_line": "Apt 456",
             "city": "Seattle",
             "state_or_province": "WA",
             "postal_code": "98000",
             "country": "US"
           },
           "mailing_address": {,
             "first_line": "123 Pine St",
             "second_line": "Apt 456",
             "city": "Seattle",
             "state_or_province": "WA",
             "postal_code": "98000",
             "country": "US"
           },
           "mailing_address_is_different": true,
           "date_of_birth": "string",
           "city_of_birth": "string",
           "country_of_citizenship": "US",
           "ownership_percentage": 0,
           "residence_by_investment_confirmed": true,
           "role": "SETTLOR",
           "role_other": "string",
           "role_other_equivalent": "string",
           "tax_residences": [
             {,
               "country": "US",
               "tin": "string",
               "tin_not_required": true,
               "tin_not_required_reason": "NOT_ISSUED",
               "tin_not_required_reason_other": "string",
               "hashed_tin": "string"
             }
           ]
         }
       ],
       "signature_capacity": "OFFICER",
       "signature_capacity_other": "string",
       "giin": "string",
       "residence_by_investment_confirmed": true,
       "signature": "Hans Mueller"
     }'

Request

const url = 'https://app.bitgo-test.com/api/identity-service/v1/taxbit/account/enterpriseId/tax-documentation-data/self-certification';
const options = {
  method: 'POST',
  headers: {accept: 'application/json', 'Authorization': 'Bearer YOUR_ACCESS_TOKEN', 'content-type': 'application/json'},
  body: JSON.stringify({,
    "name": "Euro Crypto GmbH",
    "permanent_address": {,
      "first_line": "123 Pine St",
      "second_line": "Apt 456",
      "city": "Seattle",
      "state_or_province": "WA",
      "postal_code": "98000",
      "country": "US"
    },
    "mailing_address": {,
      "first_line": "123 Pine St",
      "second_line": "Apt 456",
      "city": "Seattle",
      "state_or_province": "WA",
      "postal_code": "98000",
      "country": "US"
    },
    "tax_residences": [
      {,
        "country": "US",
        "tin": "string",
        "tin_not_required": true,
        "tin_not_required_reason": "NOT_ISSUED",
        "tin_not_required_reason_other": "string",
        "hashed_tin": "string"
      }
    ],
    "classification": "INDIVIDUAL",
    "signature_date": "string",
    "has_signed_and_certified": true,
    "date_of_birth": "string",
    "city_of_birth": "string",
    "country_of_birth": "US",
    "country_of_citizenship": "US",
    "entity_type": "TRUST",
    "securities_market": "string",
    "related_corporation": "string",
    "controlling_persons": [
      {,
        "name": "string",
        "address": {,
          "first_line": "123 Pine St",
          "second_line": "Apt 456",
          "city": "Seattle",
          "state_or_province": "WA",
          "postal_code": "98000",
          "country": "US"
        },
        "mailing_address": {,
          "first_line": "123 Pine St",
          "second_line": "Apt 456",
          "city": "Seattle",
          "state_or_province": "WA",
          "postal_code": "98000",
          "country": "US"
        },
        "mailing_address_is_different": true,
        "date_of_birth": "string",
        "city_of_birth": "string",
        "country_of_citizenship": "US",
        "ownership_percentage": 0,
        "residence_by_investment_confirmed": true,
        "role": "SETTLOR",
        "role_other": "string",
        "role_other_equivalent": "string",
        "tax_residences": [
          {,
            "country": "US",
            "tin": "string",
            "tin_not_required": true,
            "tin_not_required_reason": "NOT_ISSUED",
            "tin_not_required_reason_other": "string",
            "hashed_tin": "string"
          }
        ]
      }
    ],
    "signature_capacity": "OFFICER",
    "signature_capacity_other": "string",
    "giin": "string",
    "residence_by_investment_confirmed": true,
    "signature": "Hans Mueller"
  })
};

fetch(url, options)
  .then(res => res.json())
  .then(json => console.log(json))
  .catch(err => console.error(err));

Request

require 'uri'
require 'net/http'

url = URI("https://app.bitgo-test.com/api/identity-service/v1/taxbit/account/enterpriseId/tax-documentation-data/self-certification")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["accept"] = 'application/json'
request["Authorization"] = 'Bearer YOUR_ACCESS_TOKEN'
request["content-type"] = 'application/json'
request.body = '{,
  "name": "Euro Crypto GmbH",
  "permanent_address": {,
    "first_line": "123 Pine St",
    "second_line": "Apt 456",
    "city": "Seattle",
    "state_or_province": "WA",
    "postal_code": "98000",
    "country": "US"
  },
  "mailing_address": {,
    "first_line": "123 Pine St",
    "second_line": "Apt 456",
    "city": "Seattle",
    "state_or_province": "WA",
    "postal_code": "98000",
    "country": "US"
  },
  "tax_residences": [
    {,
      "country": "US",
      "tin": "string",
      "tin_not_required": true,
      "tin_not_required_reason": "NOT_ISSUED",
      "tin_not_required_reason_other": "string",
      "hashed_tin": "string"
    }
  ],
  "classification": "INDIVIDUAL",
  "signature_date": "string",
  "has_signed_and_certified": true,
  "date_of_birth": "string",
  "city_of_birth": "string",
  "country_of_birth": "US",
  "country_of_citizenship": "US",
  "entity_type": "TRUST",
  "securities_market": "string",
  "related_corporation": "string",
  "controlling_persons": [
    {,
      "name": "string",
      "address": {,
        "first_line": "123 Pine St",
        "second_line": "Apt 456",
        "city": "Seattle",
        "state_or_province": "WA",
        "postal_code": "98000",
        "country": "US"
      },
      "mailing_address": {,
        "first_line": "123 Pine St",
        "second_line": "Apt 456",
        "city": "Seattle",
        "state_or_province": "WA",
        "postal_code": "98000",
        "country": "US"
      },
      "mailing_address_is_different": true,
      "date_of_birth": "string",
      "city_of_birth": "string",
      "country_of_citizenship": "US",
      "ownership_percentage": 0,
      "residence_by_investment_confirmed": true,
      "role": "SETTLOR",
      "role_other": "string",
      "role_other_equivalent": "string",
      "tax_residences": [
        {,
          "country": "US",
          "tin": "string",
          "tin_not_required": true,
          "tin_not_required_reason": "NOT_ISSUED",
          "tin_not_required_reason_other": "string",
          "hashed_tin": "string"
        }
      ]
    }
  ],
  "signature_capacity": "OFFICER",
  "signature_capacity_other": "string",
  "giin": "string",
  "residence_by_investment_confirmed": true,
  "signature": "Hans Mueller"
}'

response = http.request(request)
puts response.read_body

Request

<?php
require_once('vendor/autoload.php');

$client = new \GuzzleHttp\Client();

$response = $client->request('POST', 'https://app.bitgo-test.com/api/identity-service/v1/taxbit/account/enterpriseId/tax-documentation-data/self-certification', [
  'headers' => [
    'accept' => 'application/json',
    'Authorization' => 'Bearer YOUR_ACCESS_TOKEN',
    'content-type' => 'application/json',
  ],
  'body' => '{,
    "name": "Euro Crypto GmbH",
    "permanent_address": {,
      "first_line": "123 Pine St",
      "second_line": "Apt 456",
      "city": "Seattle",
      "state_or_province": "WA",
      "postal_code": "98000",
      "country": "US"
    },
    "mailing_address": {,
      "first_line": "123 Pine St",
      "second_line": "Apt 456",
      "city": "Seattle",
      "state_or_province": "WA",
      "postal_code": "98000",
      "country": "US"
    },
    "tax_residences": [
      {,
        "country": "US",
        "tin": "string",
        "tin_not_required": true,
        "tin_not_required_reason": "NOT_ISSUED",
        "tin_not_required_reason_other": "string",
        "hashed_tin": "string"
      }
    ],
    "classification": "INDIVIDUAL",
    "signature_date": "string",
    "has_signed_and_certified": true,
    "date_of_birth": "string",
    "city_of_birth": "string",
    "country_of_birth": "US",
    "country_of_citizenship": "US",
    "entity_type": "TRUST",
    "securities_market": "string",
    "related_corporation": "string",
    "controlling_persons": [
      {,
        "name": "string",
        "address": {,
          "first_line": "123 Pine St",
          "second_line": "Apt 456",
          "city": "Seattle",
          "state_or_province": "WA",
          "postal_code": "98000",
          "country": "US"
        },
        "mailing_address": {,
          "first_line": "123 Pine St",
          "second_line": "Apt 456",
          "city": "Seattle",
          "state_or_province": "WA",
          "postal_code": "98000",
          "country": "US"
        },
        "mailing_address_is_different": true,
        "date_of_birth": "string",
        "city_of_birth": "string",
        "country_of_citizenship": "US",
        "ownership_percentage": 0,
        "residence_by_investment_confirmed": true,
        "role": "SETTLOR",
        "role_other": "string",
        "role_other_equivalent": "string",
        "tax_residences": [
          {,
            "country": "US",
            "tin": "string",
            "tin_not_required": true,
            "tin_not_required_reason": "NOT_ISSUED",
            "tin_not_required_reason_other": "string",
            "hashed_tin": "string"
          }
        ]
      }
    ],
    "signature_capacity": "OFFICER",
    "signature_capacity_other": "string",
    "giin": "string",
    "residence_by_investment_confirmed": true,
    "signature": "Hans Mueller"
  }',
]);

echo $response->getBody();

Request

import requests

url = "https://app.bitgo-test.com/api/identity-service/v1/taxbit/account/enterpriseId/tax-documentation-data/self-certification"

payload = {,
  "name": "Euro Crypto GmbH",
  "permanent_address": {,
    "first_line": "123 Pine St",
    "second_line": "Apt 456",
    "city": "Seattle",
    "state_or_province": "WA",
    "postal_code": "98000",
    "country": "US"
  },
  "mailing_address": {,
    "first_line": "123 Pine St",
    "second_line": "Apt 456",
    "city": "Seattle",
    "state_or_province": "WA",
    "postal_code": "98000",
    "country": "US"
  },
  "tax_residences": [
    {,
      "country": "US",
      "tin": "string",
      "tin_not_required": true,
      "tin_not_required_reason": "NOT_ISSUED",
      "tin_not_required_reason_other": "string",
      "hashed_tin": "string"
    }
  ],
  "classification": "INDIVIDUAL",
  "signature_date": "string",
  "has_signed_and_certified": true,
  "date_of_birth": "string",
  "city_of_birth": "string",
  "country_of_birth": "US",
  "country_of_citizenship": "US",
  "entity_type": "TRUST",
  "securities_market": "string",
  "related_corporation": "string",
  "controlling_persons": [
    {,
      "name": "string",
      "address": {,
        "first_line": "123 Pine St",
        "second_line": "Apt 456",
        "city": "Seattle",
        "state_or_province": "WA",
        "postal_code": "98000",
        "country": "US"
      },
      "mailing_address": {,
        "first_line": "123 Pine St",
        "second_line": "Apt 456",
        "city": "Seattle",
        "state_or_province": "WA",
        "postal_code": "98000",
        "country": "US"
      },
      "mailing_address_is_different": true,
      "date_of_birth": "string",
      "city_of_birth": "string",
      "country_of_citizenship": "US",
      "ownership_percentage": 0,
      "residence_by_investment_confirmed": true,
      "role": "SETTLOR",
      "role_other": "string",
      "role_other_equivalent": "string",
      "tax_residences": [
        {,
          "country": "US",
          "tin": "string",
          "tin_not_required": true,
          "tin_not_required_reason": "NOT_ISSUED",
          "tin_not_required_reason_other": "string",
          "hashed_tin": "string"
        }
      ]
    }
  ],
  "signature_capacity": "OFFICER",
  "signature_capacity_other": "string",
  "giin": "string",
  "residence_by_investment_confirmed": true,
  "signature": "Hans Mueller"
}
headers = {
    "accept": "application/json",
    "Authorization": "Bearer YOUR_ACCESS_TOKEN",
    "content-type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

Response

{
  "data": {
    "name": "Euro Crypto GmbH",
    "permanent_address": {
      "first_line": "123 Pine St",
      "second_line": "Apt 456",
      "city": "Seattle",
      "state_or_province": "WA",
      "postal_code": "98000",
      "country": "US"
    },
    "mailing_address": {
      "first_line": "123 Pine St",
      "second_line": "Apt 456",
      "city": "Seattle",
      "state_or_province": "WA",
      "postal_code": "98000",
      "country": "US"
    },
    "tax_residences": [
      {
        "country": "US",
        "tin": "string",
        "tin_not_required": true,
        "tin_not_required_reason": "NOT_ISSUED",
        "tin_not_required_reason_other": "string",
        "hashed_tin": "string"
      }
    ],
    "classification": "INDIVIDUAL",
    "signature_date": "2026-01-15T00:00:00Z",
    "has_signed_and_certified": true,
    "date_of_birth": "string",
    "city_of_birth": "string",
    "country_of_birth": "US",
    "country_of_citizenship": "US",
    "entity_type": "TRUST",
    "securities_market": "string",
    "related_corporation": "string",
    "controlling_persons": [
      {
        "name": "string",
        "address": {
          "first_line": "123 Pine St",
          "second_line": "Apt 456",
          "city": "Seattle",
          "state_or_province": "WA",
          "postal_code": "98000",
          "country": "US"
        },
        "mailing_address": {
          "first_line": "123 Pine St",
          "second_line": "Apt 456",
          "city": "Seattle",
          "state_or_province": "WA",
          "postal_code": "98000",
          "country": "US"
        },
        "mailing_address_is_different": true,
        "date_of_birth": "string",
        "city_of_birth": "string",
        "country_of_citizenship": "US",
        "ownership_percentage": 0,
        "residence_by_investment_confirmed": true,
        "role": "SETTLOR",
        "role_other": "string",
        "role_other_equivalent": "string",
        "tax_residences": [
          {
            "country": "US",
            "tin": "string",
            "tin_not_required": true,
            "tin_not_required_reason": "NOT_ISSUED",
            "tin_not_required_reason_other": "string",
            "hashed_tin": "string"
          }
        ]
      }
    ],
    "signature_capacity": "OFFICER",
    "signature_capacity_other": "string",
    "giin": "string",
    "residence_by_investment_confirmed": true,
    "signature": "Hans Mueller",
    "active_non_financial_entity_type": "OTHER",
    "financial_institution_type": "DEPOSITORY_INSTITUTION",
    "investment_entity_managed": true,
    "is_individual": true,
    "self_certification_account_type": "FINANCIAL_INSTITUTION"
  }
}

{
  "error": "Bad Request",
  "message": "Invalid request",
  "issues": [
    {
      "key": "string"
    }
  ]
}

{
  "error": "Unauthorized",
  "message": "Unauthorized Error"
}

{
  "error": "Forbidden",
  "message": "User does not have admin permission on enterprise"
}

{
  "error": "Not Found",
  "message": "Object with id Account1234 cannot be found"
}

{
  "error": "Conflict",
  "message": "Tax documentation for this form category has already been submitted for the current tax year"
}

{
  "error": "rate_limit_exceeded",
  "message": "Rate limit exceeded. Please retry after 30 seconds."
}

{
  "error": "string"
}