IRS Logo
Print - Click this link to Print this page

FATCA Registration System Updates

The following changes were made to the FATCA Registration System on October 6, 2014.  For more detailed information, refer to “What’s New” section in the updated FATCA Registration Online User Guide.

New and Updated Features

  1. Updates to FI Legal Name Fields (Questions 2, 12, 13 and 15 of the Registration)

    • Expanded length of FI legal name fields from 40 characters to 150 characters.

    • Addition of allowed special characters: FI legal name field can now accept brackets [], curly brackets {} and parentheses ().

  2. Printing Registration Form

    • FIs can print or download a PDF file of their full registration information from their homepage if the account status is one of the following: Registration Submitted, Approved or Limited Conditional.

  3. Point of Contact (POC) Information downloadable files

    • Point of Contact (POC) information from question 11B, can be downloaded in PDF or CSV format from the Registration once information is entered. This file will also contain the Responsible Officer Information entered in question 10.

    • A link to download the POC information is available on the homepage as long as information is entered in question 11b.

  4. PAI Contract information downloadable files

    • PAI Contract Information from question 15 can be downloaded in PDF or CSV format from the registration once information is entered.

    • A link to download the PAI contract information is available on the homepage as long as information is entered in question 15.

  5. Branch Table downloadable files

    • Formatting added to branch PDF file, including header information about the FI.

    • Branch tables can now be downloaded in CSV format.

  6. Member Table downloadable files

    • Formatting added to member PDF files, including header information about the FI.

    • Member tables can now be downloaded in CSV format.

  7. FATCA Registration Login

    • FATCA IDs are no longer case sensitive when logging in. FIs can enter their FATCA ID In either upper case or lower case letters.

Page Last Reviewed or Updated: 06-Oct-2014