Get Written Explanation

Completing the Written Explanation is a crucial step for non-U.S. persons managing their tax obligations in the United States. This guide will provide clear and detailed instructions on how to fill out this document effectively online.

Follow the steps to complete your Written Explanation with ease.

1. Click ‘Get Form’ button to obtain the form and open it in the editing interface.
2. Begin by entering the date at the top of the form. Make sure to use the correct mm/dd/yyyy format for clarity.
3. Next, input your full name in the 'Customer Name' field.
4. In the section labeled 'NRIC / Passport No', provide your identification number accurately.
5. Fill in your 'Customer Number' in the designated space.
6. Confirm your status as a non-U.S. person for tax purposes. Check the box corresponding to your certification, ensuring you select only the statement that applies to you.
7. If you qualify under a reason for maintaining a U.S. address, it is important to indicate the specific condition that applies to you. Provide all necessary information as required.
8. Complete the section explaining your U.S. presence and tax home details, ensuring you provide accurate information about your location and duration of stay.
9. Lastly, certify your residency status regarding any relevant income tax treaties by filling in the appropriate information.
10. Sign the form in the designated 'Customer Signature' field to validate your document. Ensure your signature corresponds with Citibank’s records.
11. Finally, add the date of your signature. Review all entries for accuracy before proceeding to finalize your document.
12. Once all fields are completed, you can save changes, download, print, or share the form as necessary.

Complete your Written Explanation online today to ensure your tax documentation is managed effectively.