During the subscription process, you’ll be asked to complete one or more tax and anti-money laundering (AML) forms on the Tax Reporting & AML page.
Common Forms: W-9 and W-8
Most funds will require one of the following:
W-9 – For U.S. investors
W-8 – For non-U.S. investors
If you’re unsure which form applies to you, please consult your tax advisor.
Submission Options
Vanilla offers two ways to submit your tax form:
Upload a Completed PDF
Select the option to upload a form.
A yellow upload field will appear.
Click “Browse” to select and upload your completed PDF from your computer.
Complete a W-9 Directly in Vanilla
Select the option to fill out the W-9 online.
Complete all required fields.
The Signatory must click “Proceed to Sign” at the bottom of the form to open the e-signing page and apply their signature.
Additional Tax & AML Forms
Some funds may require additional documentation. If so, these forms will also appear on the Tax Reporting & AML page.
To complete them:
Click “Download” under the section labeled “Download the empty form below.”
Fill out the form offline.
Return to Vanilla and upload the completed and signed PDF using the “Browse” button in the yellow upload section.
Example additional Tax & AML document with the Download and Upload icons circled in red.