Corgi BankDocumentation
OpenAPI

Record the W-9 or W-8 on file (customer servicing staff, or a service with customers:write); a certified W-9 lifts backup withholding and records its TIN when none is sealed. A W-8's foreign TIN is sealed to the record; a W-8BEN-E carries the entity's chapter 3 and chapter 4 status codes

POST/customers/{id}/tax-certifications

Path parameters

idstringRequired

Headers

Idempotency-KeystringOptional

Send on every write that creates or changes money or state; a replay with the same key returns the original result with 200.

Body parameters

chapter3_statusstringOptional

W-8BEN-E only

chapter4_statusstringOptional

W-8BEN-E only

foreign_tinstringOptional

On a W-8 only; sealed by the customers service

formstringRequired

W9, w8ben or w8bene

giinstringOptional

W-8BEN-E only: required for chapter 4 status 05-09, 32 or 35, refused otherwise

received_atstringRequired

YYYY-MM-DD

tax_idstringOptional

W-9 only: the TIN, recorded when the customers service holds none sealed

tin_certifiedbooleanRequired
tin_validationstringOptional

TINValidation (ssa7028 for an individual, letter147c for an entity) and its document reference accompany a certified W-9 curing a second B notice.

tin_validation_refstringOptional
treaty_countrystringOptional

Returns

200 OK

The Customer object.

Errors

Every error is a problem document with a stable code. See Errors.

400401403404409412413422424429500503

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