Certify Your Tax Identification Number and Backup Withholding Status

Select the start button below to begin. It will only take a few minutes to certify your Social Security number, which will be used for tax reporting purposes after your Giftrust® has matured and the All Cap Growth Fund shares have been transferred to your direct individual ownership. Providing this certification allows you to avoid IRS imposed withholding on any transactions you make on the shares after they've been transferred to your individual name.*

You will need:

  • The account number provided on your maturity letter (or account confirmation)
  • Your Social Security number

*If your certified Tax Identification number is not on file at the time of a distribution, exchange or redemption, we're required to deduct IRS and/or state-imposed backup withholding from the transaction (generally 28% of the amount distributed or redeemed).

IRS Circular 230 Disclosure: American Century Companies, Inc. and its affiliates do not provide tax advice. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with American Century Companies, Inc. of any of the matters addressed herein or for the purpose of avoiding U.S. tax-related penalties.

This information is for educational purposes only and not intended as tax advice. Please consult your tax advisor for more detailed information or for advice regarding your individual situation.