In addition to reviewing & signing the subscription documents, we need two additional elements of documentation from investors
Calm Funds are registered as a 506(c) fund which means we have a higher level of verification required than some venture funds.
The methods of verification we can accept are:
Please upload this letter along with the IRS tax form to the Anduin app (you will have an invite in your inbox during the closing process) to complete the closing process.
Technically this is an “ask your accountant” question because it is primarily about what, if any, tax should the IRS withhold on your behalf when we distribute any gains from the fund back to you.
Broadly speaking, US citizens will probably fill out out a W-9 and foreign individuals/entities will fill out the appropriate W-8 (eg W-8BEN for individuals, W-8BEN-E for entities). But that’s not tax advice from us!
Please upload the applicable Internal Revenue Service Form along with the accreditation verification below via the Anduin app.