Curing Documentation

Additional Information & Best Practices

The following table describes acceptable examples of curing documentation that may be provided.

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This is not intended to be an exhaustive list, nor tax advice. For formal guidance on curing tax documentation please consult with your tax advisor.

In addition, below are some criteria to consider when reviewing curing documentation:

  • Name: The name included on the curing documentation must match the name provided on Line 1 of the submitted Form W-8.
  • Date: The curing documentation must not be out-of-date, or expired.
  • Address: To the extent the curing documentation is being provided to substantiate an address included on a Form W-8 (i.e., a post office box or care-of address), the address included on the curing documentation should match the permanent address provided on the Form W-8.
  • Jurisdiction: To the extent the curing documentation is being provided to resolve US Indicia that has been noted, the jurisdiction of tax residence included on the curing documentation should match the non-US jurisdiction included as the end customer’s permanent address on an updated Form W-8.