US Individual Tax Identification Number Checklist


To help you in applying for your US Individual Tax Identification Number, please keep this checklist handy. The checklist should be completed and returned to us together with the financial information assembled.

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General Information Yes/No
a. Legal name At birth if different than current legal name
b. City, Province, Country of birth
c. A copy of certified passport (please obtain one but do not send us a copy
d. Your passport number and expiry date
e. Your Canadian Tax identification number (eg. SIN #)

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