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POST

Authorizations

Authorization
string
header
required

OAuth 2.0 client credentials. Exchange the client id and secret Securitize issued you for a bearer token at the token URL (the host root, not under the base URL), with grant_type=client_credentials; the token lasts 2 hours and goes in the Authorization: Bearer header of every request. No scope is needed. The token identifies your partner account, so you never send a partner id, and every record you create is scoped to you.

Path Parameters

investorId
string
required

The investorId Securitize returned when you created the investor. Not your externalInvestorId.

Identifier assigned by Securitize, opaque and specific to your partner account. Store it as an opaque string.

Minimum string length: 1
Example:

"6aca84e5dc49fe8369dd1da4"

Body

application/json

The fields of the W-9, as the investor completed it. Securitize generates the form's PDF from them, with the line 1 name as the signature and the day Securitize receives the form as its date. Text fields are trimmed; unknown fields are ignored.

formInvestorName
string
required

Line 1: the name as shown on the investor's income tax return.

Required string length: 1 - 100
Example:

"Jane Test"

address1
string
required

Line 5: number, street, and apartment or suite.

Required string length: 1 - 100
city
string
required
Required string length: 1 - 60
postalCode
string
required
Required string length: 1 - 20
country
string
required

The address's country, ISO 3166-1 alpha-2. Case-insensitive.

Example:

"US"

formClassification
enum<string>
required

Line 3a, the federal tax classification. INDIVIDUAL, SOLE (sole proprietor) and SINGLE (single-member LLC) mark the first box; C-CORPORATION, S-CORPORATION, PARTNERSHIP and TRUST (trust or estate) their own box; LLC-C-CORPORATION, LLC-S-CORPORATION and LLC-PARTNERSHIP mark the LLC box with that tax classification.

Available options:
INDIVIDUAL,
SOLE,
SINGLE,
C-CORPORATION,
S-CORPORATION,
PARTNERSHIP,
TRUST,
LLC-C-CORPORATION,
LLC-S-CORPORATION,
LLC-PARTNERSHIP
taxPayerIdType
enum<string>
required

Part I: SSN for a social security number or an ITIN, EIN for an employer identification number. A corporation, a partnership or an LLC taxed as either (C-CORPORATION, S-CORPORATION, PARTNERSHIP, LLC-*) sends EIN.

Available options:
SSN,
EIN
taxPayerIdNumber
string
required

The SSN, ITIN or EIN, exactly 9 digits, without dashes.

Pattern: ^\d{9}$
Example:

"123456789"

taxCountry
enum<string>
required

The US country or territory the investor is a US person of. US, or a territory code.

Available options:
US,
PR,
GU,
VI,
UM,
MP,
AS
certification
object
required

The certification the investor made in your flow (W-9 Part II, under penalties of perjury), on the certification text Securitize publishes. An object; a list or any other value answers 400 validation_error.

businessName
string

Line 2: the business or disregarded entity name, when different from line 1.

Maximum string length: 100
address2
string

A second address line.

Maximum string length: 100
region
string

The state for a US address. It may be omitted for an address abroad that has none.

Maximum string length: 60
exemptPayeeCodes
integer[]

Line 4, the exempt payee code, if any applies. At most one code, an integer from 1 to 13. Omit it, or send an empty list, when none applies.

Maximum array length: 1
Required range: 1 <= x <= 13
exemptFATCAReportingCodes
enum<string>[]

Line 4, the exemption from FATCA reporting code, if any applies. At most one code, a letter from A to M. Omit it, or send an empty list, when none applies.

Maximum array length: 1
Available options:
A,
B,
C,
D,
E,
F,
G,
H,
I,
J,
K,
L,
M

Response

The W-9 is on file for the investor.

The receipt for a W-9 now on file for the investor.

formType
enum<string>
required
Available options:
W-9
submittedAt
string<date-time>
required

When Securitize received the form (ISO 8601, UTC).

taxFormId
string

Securitize's identifier for this tax form. Quote it to Securitize support about the form. Absent in the rare case the form was put on file but its identifier could not be read back; the form is on file all the same.

Example:

"5c2fe256-5474-4f5f-8d02-595b058ae698"