Sign, scan, and upload the account opening authorization form (a board resolution containing such authorization is also acceptable). Learn more about the types of institutions that are supported by us here.

Directors: Persons elected or appointed to serve on the board of directors of the Family Office. These persons govern and oversee the family office, and are responsible for its high-level strategy, operations, and accountability. Ultimate beneficial owners: Persons who ultimately own and/or who exercise ultimate control over the family office.

Directors: Persons elected or appointed to serve on the board of directors of the publicly traded company. These persons govern and oversee the publicly traded company, and are responsible for its high-level strategy, operations, and accountability. Ultimate beneficial owners: Persons who ultimately own and/or who exercise ultimate control over the publicly traded company.

Directors: Persons elected or appointed to serve on the board of directors of the privately owned financial institution. These persons govern and oversee the privately owned financial institution, and are responsible for its high-level strategy, operations, and accountability. Ultimate beneficial owners: Persons who ultimately own and/or who exercise ultimate control over the privately owned financial institution.

Directors: Persons elected or appointed to serve on the board of directors of the government-owned enterprise. These persons govern and oversee the government-owned enterprise and are responsible for its high-level strategy, operations, and accountability. Ultimate beneficial owners: Persons who ultimately own and/or who exercise ultimate control over the government-owned enterprise.

Directors: Persons elected or appointed to serve on the board of directors of the fund. These persons govern and oversee the fund, and are responsible for its high-level strategy, operations, and accountability. Ultimate beneficial owners: Persons who ultimately own and/or who exercise ultimate control over the Privately Owned Company.

Directors (if any): Persons elected or appointed to serve on the board of directors of the privately owned company. These persons govern and oversee the privately owned company, and are responsible for its high-level strategy, operations, and accountability. UBOs (Ultimate beneficial owners): Persons who ultimately own and/or who exercise ultimate control over the privately owned company.

Dispositions of digital assets that are classified as "noncovered securities"; cost basis might not be reported on Form 1099-DA. Form W-9 and form W-8 collection starting tax year 2026 Starting calendar year 2026, OKX is required to collect form W-9 and form W-8 from OKX US users on the U.S. exchange platform. Form W-9 is collected from OKX US users who are considered U.S. Persons. Form W-8 is collected from OKX US users who are considered Non U.S. Persons.

What is Form 1099-DA? Form 1099-DA is a new IRS tax form for digital asset brokers. Starting with the 2025 tax year, OKX is required to issue this form to report sales, trades, or exchanges of digital assets to both you and the IRS.What transactions trigger a Form 1099-DA? You will receive a 1099-DA if you engage in any of the following taxable events: Crypto to Fiat: Selling crypto (like Ethereum) for US Dollars.

The following types of documents can be used to verify your address for identity verification: W-2 form 1099 form 1040 form Bank statement Tax form Pay stub Rental agreement Insurance contract Utility bills Certain government-issued letters Employer's certificate E-wallet statement10. Can I verify my address using a letter or package that was sent to me? No. To verify your address, you must use a supported document as listed in the answer above.11. I don't know how much I plan to deposit.

Why did I receive a Form 1099-MISC? You will receive a 1099-MISC if you earned $600 or more in staking rewards, bonuses, or airdrops during the 2025 tax year. Note: the IRS threshold for this form increases to $2,000 for the 2026 tax year.

Navigate to the Tax Center by entering via the Menu optionWhy does my tax form show a different date than my local records? OKX uses Coordinated Universal Time (UTC) for all tax reporting. A transaction occurring late on December 31 in the US might be recorded as January 1 UTC and will appear on the following year’s tax form.How do I update my SSN or Taxpayer ID? To ensure your forms are filed correctly, your information must be accurate.

OKX is NOT obligated to report CeDeFi trades to the IRS and issue Form 1099-DA. It's solely users' responsibility to keep track of the cost basis of crypto assets within a self custody wallet and report realized gains / losses on income tax returns.

Applicant is not registered, organized, incorporated, formed, or established in the United States; E. Applicants’s principal place of business is not located in the United States;(The term “principal place of business” used herein means the location from which the officers, partners, managers or traders of Applicant primarily direct, control, and coordinate the activities, including trading, trading analysis, or trading or investment strategy, of Applicant.) F.

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