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Rules Governing Practice before IRS

FATCA XML Schemas Best Practices for Form 8966 DocRefId

The <DocRefId> data element is a unique identifier and reference for each account report. It pools reports across all reporting financial institutions and periods. In addition, each reporting FI, sponsor and intermediary should have a unique <DocRefId> associated with each record.  For more information, review IDES Technical FAQ.

The following format is required for standardized DocRefIds effective January 1, 2016:

Element DocRefId
Size: Minimum of 21 characters
Maximum of 200 characters
Datatype: xsd: string
Pattern: <ReportingGIIN>.<UniqueValue>
Description:
  • <ReportingGIIN> is the GIIN for the reporting FI associated with the reporting group
  • Period character (.)
  • <UniqueValue> is an identifying value for the referenced record that is unique within the reporting FI for all time.
  • Use of a globally unique identifier (GUID) is recommended.
Examples:
  • S519K4.99999.SL.392.12291cc2-37cb-42a9-ad74-06bb5746b60b
  • 127BM7.00001.ME.124.406abc8a1830490e847890ba3b13a646