2025 Form 8966 (PDF)

Official source: IRS Forms, Instructions & Publications (https://www.irs.gov/pub/irs-pdf/f8966.pdf), retrieved 2026-10-03. U.S. Government work (17 U.S.C. § 105).

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Form

Department of the Treasury Go to www.irs.gov/Form8966 for instructions and the latest information. Internal Revenue Service

OMB No. 1545-2246

If you are filing paper Forms 8966, enter the three-digit identifier number used to identify this Form 8966 filing (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Check if report is being corrected, amended, voided, or there are no accounts to report:

2 Number, street, and room or suite no. (if P.O. box, see instructions)

3a City or town 3b State, province, or region 3c Country, including postal code

4 Global intermediary identification number (GIIN)

. . .

6 Name of sponsored entity or intermediary, if applicable

7 Number, street, and room or suite no. (if P.O. box, see instructions)

5 TIN

2 Number, street, and room or suite no. (if P.O. box, see instructions)

3a City or town 3b State, province, or region 3c Country, including postal code

4 TIN

5 If account holder or payee is an entity, check applicable box to specify the entity type:

Owner-Documented FFI with specified U.S. Owner(s) Passive NFFE with substantial U.S. Owner(s)

Non-Participating FFI Specified U.S. Person Part III Owner Information (File a separate report for each U.S. Owner that is a specified U.S. Person.)

1 Name of owner

2 Number, street, and room or suite no. (if P.O. box, see instructions)

3a City or town 3b State, province, or region 3c Country, including postal code

4 TIN of owner

Form 8966 (2025) Page 2 Part V Pooled Reporting Type

1 Check applicable pooled reporting type (check only one):

Recalcitrant account holders with U.S. Indicia

Dormant accounts

Recalcitrant account holders that are U.S. Persons

Recalcitrant account holders without U.S. Indicia

Non-Participating FFI

Recalcitrant account holders that are passive NFFEs

2 Number of accounts 3 Aggregate payment amount

4 Aggregate account balance 5 Currency code

Form 8966 (2025)