FATCA News & Information

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May 15, 2018

Issue Number: 2018-3

Inside This Issue

New FATCA FAQ and Webpage Updates for DocRefID character restrictions

1. New FATCA FAQ and Webpage Updates for DocRefID character restrictions

As of Friday, March 23, 2018, non-alphanumeric characters other than periods and dashes are no longer allowed in the DocRefID. FAQ 9a has been added under ICMM Frequently Asked Questions (FAQs) section 1.3. Additionally, FATCA IDES Technical FAQ C.15 and the FATCA XML Schema Best Practices for Form 8966 DocRefId webpage have been updated to reflect this requirement.

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Issue Number: 2018-3

Inside This Issue