eSign Disclosure for Form W9/W-8BEN
Federal Electronic Signature and National Commerce Act (“e-Sign Act”) Disclosures
Federal law requires eShares Inc., dba Carta Inc. (“we” or “us”) to provide you the following disclosures and you must affirmatively consent to the following:
By clicking I CONSENT:
You indicate that you are providing your informed consent to electronic delivery to you and submission from us to you your W-8 or W-9 and all related communications, notices, information and related documentation;
You are instructing us to accept your entry of your signature on our site and to treat the signature as a valid digital signature on your Form W-8 or W-9; and
Your consent will only apply to your Form W-8 or W-9 and all related communications, notices, information, and related documentation.
Your Right to Decline or Withdraw Your Consent
You have the right to decline to consent by clicking on the X button on our website to cancel out of the process to electronically complete and sign your applicable tax form.
Additionally, you may withdraw your consent at any time by contacting us by mail at 333 Bush Street, Floor 23, Suite 2300, San Francisco, CA 94104. You may also submit a case or call via Carta’s Help Center.
If you do not provide us with consent, or if you withdraw your consent at any time, you will be required to complete, sign, and send us the paper version of the applicable form, unless you provide us with consent in electronic form.
Requirements for Access to Forms and Record Retention
You agree that other than access to the internet and https://carta.com/, no special hardware or software is needed for access to or retention of your tax forms, other than your ability to register your user name and password. In order to print a copy of the applicable tax forms for your records, you will require access to the internet, a program to access documents in .pdf, paper, and access to a printer connected to the internet.
To download your completed tax forms, you will require a software program that can download and open a .pdf file. If any changes in the hardware or software requirements are needed to access or retain your electronic tax forms, we will notify you by e-mail to the e-mail address you provided. We advise you to periodically check your account profile to ensure that all of your contact information, including your e-mail address, is current and up-to-date.