Tax Certification for US Persons

Effective January 2, 2024

Under penalties of perjury, I certify that: 

1. The number provided with this application is my correct taxpayer identification number (or I am waiting for a number to be assigned to me); 

2. I am a U.S citizen or other U.S. person (defined below); and

3. I am not subject to backup withholding because: 

a. I am exempt from backup withholding;

b. I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividend; or 

c. The IRS has notified me that I am no longer subject to backup withholding

Definition of U.S. Person: As used above, the term “U.S. Person” means an individual who is a citizen of the U.S. or a resident alien for U.S. federal income tax purposes; a corporation, an entity taxable as a corporation, or a partnership created or organized in or under the laws of the U.S. or any state or political subdivision thereof, including the District of Columbia); an estate, the income of which is subject ot U.S. federal income taxation regardless of its source; or a trust if (i) a court within the U.S. is able to exercise primary supervision over its administration and one or more U.S. Persons have the authority to control all of its substantial decisions or (ii) such trust was in existence on August 20, 1996 and was treated as a domestic trust on August 19,1996 and such trust has a valid election in effect under applicable Treasury Regulations to be treated as a U.S. Person. 

Note: In addition to the above, you agree to notify Evergreen Money within 60 days if you cease to be a U.S. Person or if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on my tax return by emailing us at