Step-by-Step Instructions | 1
Step-by-Step Instructions
Beneóźľ cial Owner Information Report (BOIR) PDF Filing Method
Step-by-Step Instructions | 2
Before You Begin
1. Install Adobe Reader
If you do not already have Adobe Reader, download it (get.adobe.com/reader/) and install it on your device.
2. Have the required identifying information (or FinCEN ID) available for benecial owners and company
applicants (if applicable)
  Collecttherequiredinformationfrombenecialownersandcompanyapplicants(ifapplicable):each
individual’sname,dateofbirth,address,auniqueidentifyingnumberfromanacceptableidentication
document,andthenameoftheissuingjurisdictionofthatidenticationdocument.(Ifanindividualhas
a FinCEN ID, that may be collected instead.)
3. Obtain an electronic image of the acceptable identication document required for each company
applicant and benecial owner unlessaFinCENIDisprovided.Anacceptableidenticationdocument
isanon-expired:State-issueddriver’slicense,State/local/Tribe-issuedID,U.S.passport,orforeign
passport.
NOTE: A foreign passport is only acceptable if the individual does not have one of the other identifying
documents.
  Theimagemustbeacomplete,clear,andreadableimageofthepageorsideoftheidentifyingdocument
containingtheuniqueidentifyingnumber,andotheridentifyingdata.ThesupportedformatsareJPG/
JPEG,PNG,andPDF.Themaximumlesizeforeachimageis4MB.
Step-by-Step Instructions | 3
BOI E-Filing System (1 of 2)
The BOIR can be submitted as a PDF (PDF
BOIR) or online through a web browser
(Online BOIR).
To file the PDF BOIR, follow the steps outlined
below:
BBOOII EE--FFiilliinngg SSyysstteemm ((11 ooff 22))
3
1
2
TheBOIRcanbesubmittedasaPDF(PDFBOIR)
oronlinethroughawebbrowser(OnlineBOIR).
TolethePDFBOIR,followthestepsoutline
below:
1. Gotoboieling.fincen.govintheweb
browser(e.g.,MicrosoftEdge,Google
Chrome)
2. Select the File BOIR link/icon.
Step-by-Step Instructions | 4
BOI E-Filing System (2 of 2)
BBOOII EE--FFiilliinngg SSyysstteemm ((22 ooff 22))
3. Click the Prepare BOIR button in the File PDF
BOIR section to download the BOIR PDF.
Depending on the user’s browser, the file may be
downloaded to your browser’s download directory
(this is typically the Downloads folder on your
computer).
NOTE: The PDF BOIR requires Adobe
Reader. To complete the PDF BOIR, you
must have Adobe Reader installed on
your device.
It is recommended that you have the
latest version of Adobe Reader installed.
3
3. Click the Prepare BOIRbuttonintheFilePDFBOIR
sectiontodownloadtheBOIRPDF.
 Dependingontheuser’sbrowser,thelemaybe
downloaded to your browser’s download directory
(this is typically the Downloads folder on your computer).
NOTE:ThePDFBOIRrequiresAdobeReader.To
completethePDFBOIR,youmusthaveAdobe
Reader installed on your device.
It is recommended that you have the latest version
of Adobe Reader installed.
Step-by-Step Instructions | 5
PDF BOIR - Open
PPDDFF BBOOIIRR –– OOppeenn
4. Locate the downloaded BOIR.pdf document on
your device. Open the document in Adobe Reader.
NOTE: The file must be opened in Adobe Reader!
Depending on how your device is configured, double clicking the
file may or may not open the file in in Adobe Reader. If you
attempt to open the PDF within the web browser, close the
window and open in Adobe Reader in one of two ways:
1. Open the Adobe Reader application and then open the
BOIR.pdf OR
2. Right-click on the BOIR.pdf document and select the Open
With > Adobe Reader option.
4
4. LocatethedownloadedBOIR.pdfdocumentonyour
device.OpenthedocumentinAdobeReader.
NOTE:ThelemustbeopenedinAdobeReader!
 Dependingonhowyourdeviceiscongured,doubleclicking
thelemayormaynotopentheleininAdobeReader.If
youattempttoopenthePDFwithinthewebbrowser,close
thewindowandopeninAdobeReaderinoneoftwoways:
1.OpentheAdobeReaderapplicationandthenopenthe
BOIR.pdfOR
 2.Right-clickontheBOIR.pdfdocumentandselecttheOpen
With > Adobe Reader option.
Step-by-Step Instructions | 6
Complete BOIR: BOI E-Filing PDF Form
CCoommpplleettee BBOOIIRR:: BBOOII EE--FFiilliinngg PPDDFF FFoorrmm
Key Parts of the PDF BOIR
A. Navigation Tabs
There are four (4) tabs at the top of each page of
the PDF BOIR:
• Home
• Reporting Company
• Company Applicant(s)
• Beneficial Owner(s)
The selected tab will be highlighted in light gray.
Navigate to a different page in the document
either by scrolling to the next page or by clicking a
tab.
A
Key Parts of the PDF BOIR
A. Navigation Tabs
Therearefour(4)tabsatthetopof
eachpageofthePDFBOIR:
• Home
• Reporting Company
• Company Applicant(s)
• BenecialOwner(s)
Theselectedtabwillbehighlightedin
light gray.
Navigatetoadierentpageinthe
document either by scrolling to the next
page or by clicking a tab.
Step-by-Step Instructions | 7
PDF BOIR – Home Tab Action Buttons
PPDDFF BBOOIIRR ––
HHoommee
TTaabb AAccttiioonn BBuuttttoonnss
B. Action Buttons: Click the corresponding button to
complete an action:
• Instructions: Links user to regulatory/policy
instructions related to completing the BOIR.
• Validate: Ensure all entered information is properly
formatted and all system required fields contain an
entry
• Finalize: Lock the form so that form cannot be edited.
Select to Finalize when you are ready to file the
report. When locked, an Edit Report button appears.
Click the Edit Report button to return to editing.
• Save: Save the file locally
• Print: Print a hard copy – Optional
• Ready to File: You may save at any point during form
preparation. When you are ready to file and the BOIR
is finalized, save the finalized report in order to
activate the Ready to File button. Select the Ready to
File button to go directly to the BOIR PDF submit
webpage where you will attach and submit your BOIR
PDF. (You may also navigate to the submit webpage
via the BOI E-Filing System File BOI Report > Submit
BOIR). This button is only active after the form has
been finalized and saved locally.
B
B. Action Buttons: Click the corresponding
buttontocompleteanaction:
• Instructions:Linksusertoregulatory/
policy instructions related to completing the
BOIR.
• Validate: Ensure all entered information is
properly formatted and all system required
eldscontainanentry
• Finalize:Locktheformsothatformcannot
beedited.SelecttoFinalizewhenyouare
readytolethereport.Whenlocked,anEdit
Reportbuttonappears.ClicktheEditReport
buttontoreturntoediting.
• Save:Savethelelocally
• Print: Print a hard copy – Optional
• Ready to File: You may save at any
point during form preparation. When
youarereadytoleandtheBOIRis
nalized,savethenalizedreportin
ordertoactivatetheReadytoFilebutton.SelecttheReadytoFilebuttontogodirectlytotheBOIRPDFsubmitwebpage
whereyouwillattachandsubmityourBOIRPDF.(YoumayalsonavigatetothesubmitwebpageviatheBOIE-FilingSystem
FileBOIReport>SubmitBOIR).Thisbuttonisonlyactiveaftertheformhasbeennalizedandsavedlocally.
Step-by-Step Instructions | 8
PDF BOIR – Filing Information
PPDDFF BBOOIIRR –– FFiilliinngg IInnffoorrmmaattiioonn
Start by completing all required fields under the
Filing Information section from the Home tab:
5. Type of filing: Select the type of filing you wish
to make (Initial report, Correct prior report,
Update prior report, Newly exempt entity). Only
one option can be selected.
5a. When Initial report is selected, no further
information is required in this section. When
Correct prior report, Update prior report, or
Newly exempt entity is selected, fields are
activated for Legal name, Tax identification type,
and Tax identification number. Complete these
fields with the reporting company information
from the company’s most recently filed prior
BOIR.
The Date prepared field is auto-filled with the
current date when the PDF BOIR is finalized.
5
5a
Startbycompletingallrequiredelds
under the FilingInformation section
fromtheHometab:
5. Type of ling: Select the type of
lingyouwishtomake(Initial
report, Correct prior report,
Update prior report, Newly
exempt entity).Onlyoneoption
can be selected.
5a. When Initial report is selected, no
further information is required in
this section. When Correct prior
report, Update prior report, or
Newly exempt entity is selected,
eldsareactivatedforLegal
name, Tax identication type,
and Tax identication number.
Completetheseeldswiththe
reporting company information
from the company’s most recently
ledpriorBOIR.
 TheDate preparedeldisauto-
lledwiththecurrentdatewhen
thePDFBOIRisnalized.
Step-by-Step Instructions | 9
PDF BOIR – Reporting Company (1 of 3)
PPDDFF BBOOIIRR –– RReeppoorrttiinngg CCoommppaannyy ((11 ooff 33))
6. Under Reporting Company tab, complete the sections
and fields as required.
6a. Select Request to receive FinCEN Identifier (FinCEN
ID) to receive a unique FinCEN identifier for the reporting
company. The FinCEN identifier will be provided in the
submission confirmation details provided to the filer
directly after the BOIR is submitted/accepted.
6b. Select the Foreign pooled investment vehicle option
if the Reporting Company is a foreign pooled investment
vehicle.
If this option is selected, Company Applicant Information
is no longer required and is cleared/disabled. In addition,
only one (1) beneficial owner must be reported under the
Beneficial Owner(s) tab in this situation.
6c. Complete the fields under the Legal name and
alternate name(s) section as applicable.
To add more than one alternate name for the reporting
company, click the + button to add additional alternate
reporting company names (up to 99 alternate names can
be added).
6a
6b
6c
6. UnderReportingCompanytab,completethe
sectionsandeldsasrequired.
6a. Select Request to receive FinCEN Identier
(FinCEN ID) to receive a unique FinCEN
identierforthereportingcompany.The
FinCENidentierwillbeprovidedinthe
submissionconrmationdetailsprovidedto
thelerdirectlyaftertheBOIRissubmitted/
accepted.
6b. Select the Foreign pooled investment vehicle
option if the Reporting Company is a foreign
pooled investment vehicle.
If this option is selected, CompanyApplicant
Information is no longer required and is
cleared/disabled. In addition, only one (1)
benecialownermustbereportedunderthe
BenecialOwner(s) tab in this situation.
6c. CompletetheeldsundertheLegal name and
alternate name(s) section as applicable.
 Toaddmorethanonealternatenameforthe
reporting company, click the (+) button to add
additional alternate reporting company names
(up to 99 alternate names can be added).
Step-by-Step Instructions | 10
PDF BOIR – Reporting Company (2 of 3)
PPDDFF BBOOIIRR –– RReeppoorrttiinngg CCoommppaannyy ((22 ooff 33))
6d. Select the Tax Identification Type
dropdown menu. EIN, SSN/ITIN, or Foreign
may be selected. If the Foreign option is
selected, the County/Jurisdiction field is
enabled and required.
Note: An EIN or SSN/ITIN is required unless a
foreign Reporting Company does not have
one. In that case, the foreign reporting
company may report its foreign tax
identification number and the issuing
jurisdiction.
6d
6d. Select the Tax Identication Type
dropdownmenu.EIN,SSN/ITIN,
or Foreign may be selected. If the
Foreign option is selected, the County/
Jurisdictioneldisenabledand
required.
Note:AnEINorSSN/ITINisrequired
unless a foreign Reporting Company
does not have one. In that case, the
foreign reporting company may report
itsforeigntaxidenticationnumberand
the issuing jurisdiction.
Step-by-Step Instructions | 11
PDF BOIR – Reporting Company (3 of 3)
PPDDFF BBOOIIRR –– RReeppoorrttiinngg CCoommppaannyy ((33 ooff 33))
6e. Select the Country/Jurisdiction of
formation dropdown menu.
If United States is selected, State of formation
and Tribal jurisdiction of formation fields
appear. One of these fields must be completed.
If a U.S. Territory is selected, the State of
formation field appears and is automatically
populated with that U.S. Territory.
If a foreign country is selected, State of first
registration and Tribal jurisdiction of first
registration fields appear. One of these fields
must be completed.
6f. Complete all fields under the Current
U.S. Address section. Select U.S. or U.S.
Territory from this dropdown menu. If
United States selected, the State dropdown must
be completed. If U.S. Territory is selected, the
State field is automatically populated with that
U.S. Territory.
6e
6f
6e. Select the Country/Jurisdiction of
formation dropdown menu.
 IfUnitedStatesisselected,State of
formation and Tribal jurisdiction of
formationeldsappear.Oneofthese
eldsmustbecompleted.
 IfaU.S.Territoryisselected,the
State of formationeldappearsandis
automaticallypopulatedwiththatU.S.
Territory.
If a foreign country is selected, State of
rst registration and Tribal jurisdiction
of rst registrationeldsappear.Oneof
theseeldsmustbecompleted.
6f. CompletealleldsundertheCurrent
U.S. Address section. Select U.S. or U.S.
Territory from this dropdown menu.
IfUnitedStatesselected,theState
dropdownmustbecompleted.IfU.S.
Territoryisselected,theStateeldis
automaticallypopulatedwiththatU.S.
Territory.
Step-by-Step Instructions | 12
PDF BOIR – Company Applicant(s) (1 of 2)
7a
7. UndertheCompanyApplicant(s)
tab,completesectionsandelds
as required.
7a. Select the Existing reporting
company checkbox if the reporting
company was created or registered
beforeJanuary1,2024.
NOTE: When Existing reporting
company is selected, Company
ApplicantInformation is no longer
requiredandtheeldsunderthis
tab are cleared/disabled.
Step-by-Step Instructions | 13
PDF BOIR – Company Applicant(s) (2 of 2)
PPDDFF BBOOIIRR –– CCoommppaannyy AApppplliiccaanntt((ss)) ((22 ooff 22))
7b. If applicable, enter the 12-digit FinCEN ID of the
company applicant. After a valid FinCEN ID is entered,
all remaining fields for the company applicant will be
cleared/disabled. If you do not enter a FinCEN ID for a
company applicant, enter the company applicant’s
information for in the Legal name and date of birth,
Current Address, and Form of identification and
issuing jurisdiction sections.î´˛
Note: For a company applicant who forms or registers
entities in the course of their business, report the
street address of such business. Report the residential
address of other company applicants.î´˛
7c. Click the Add Attachment button to attach an
image of an acceptable identifying document for the
company applicant.
7d. After providing the required information for a
company applicant, click the “+” button to add an
additional company applicant if required. An
additional section will be added under the current
page. Click the “–” button to remove company
applicants.
Note: Reporting companies are required to report up
to two company applicants.
7b
7c
Identifying document image guidelines:
• The image must be a complete,
clear, and readable image of the
page or side of the identifying
document containing the unique
identifying number and other
identifying data. One file must be
attached.
• Supported formats are JPG/JPEG,
PNG, and PDF.
• Maximum File Size: 4MB
7d
7b. If applicable, enter the 12-digit FinCEN
ID of the company applicant. After a valid
FinCENIDisentered,allremainingelds
for the company applicant will be cleared/
disabled. If you do not enter a FinCEN ID
for a company applicant, enter the company
applicant’s information for in the Legal
name and date of birth, Current Address,
and Form of identication and issuing
jurisdiction sections.
Note: For a company applicant who forms
or registers entities in the course of their
business, report the street address of such
business. Report the residential address of
other company applicants.
7c. After providing the required information for
a company applicant, click the ‘+’ button
to add an additional company applicant
if required. An additional section will be
added under the current page. Click the ‘–’
button to remove company applicants.
7d. Click the Add Attachment button to attach
an image of an acceptable identifying
document for the company applicant.
Note: Reporting companies are required to
report up to two company applicants.
Step-by-Step Instructions | 14
PDF BOIR – Benecial Owner(s) (1 of 2)
PPDDFF BBOOIIRR –– BBeenneeffiicciiaall OOwwnneerr((ss)) ((11 ooff 22))
8. Under Beneficial Owner(s) tab, complete the
sections and fields as required.
8a. If applicable, enter the 12-digit FinCEN ID of
the beneficial owner. After the valid FinCEN ID is
entered, all remaining fields (except for the
Parent/Guardian information instead of minor
child checkbox) for the Beneficial Owner(s) tab will
be cleared/disabled. If no FinCEN ID is entered and
no special reporting rule applies, enter the
beneficial owner’s information for in the Exempt
entity (if applicable), Legal name and date of
birth, Residential address, and Form of
identification and issuing jurisdiction sections.
8b. Click the + button to add additional beneficial
owners.
Note: There is no limit to the number of beneficial
owners that may be reported. However, the BOIR
limits the number of beneficial owners to 99.
8a
8b
8. UnderBenecialOwner(s) tab, complete
thesectionsandeldsasrequired.
8a. If applicable, enter the 12-digit FinCEN
IDofthebenecialowner.After
the valid FinCEN ID is entered, all
remainingelds(exceptfortheParent/
Guardian information instead of
minor child checkbox) for the Benecial
Owner(s) tab will be cleared/disabled.
If no FinCEN ID is entered and no
special reporting rule applies, enter the
benecialowner’sinformationforin
the Exempt entity (if applicable), Legal
name and date of birth, Residential
address, and Form of identication and
issuing jurisdiction sections.
8b. Click the ‘+’ button to add additional
benecialowners.
Note:Thereisnolimittothenumberof
benecialownersthatmaybereported.
However,theBOIRlimitsthenumberof
benecialownersto99.
Step-by-Step Instructions | 15
PDF BOIR – Benecial Owner(s) (2 of 2)
8c. Click the Add Attachment button and attach an
image of an acceptable identifying document for each
beneficial owner.
NOTE:
• The image must be a complete, clear, and readable
image of the page or side of the identifying
document containing the unique identifying number,
and other identifying data. One file must be attached.
• Supported formats are JPG/JPEG, PNG, and PDF.
• Maximum File Size: 4MB.
PPDDFF BBOOIIRR –– BBeenneeffiicciiaall OOwwnneerr((ss)) ((22 ooff 22))
15
8c
8c. Click the Add Attachment button
and attach an image of an acceptable
identifying document for each
benecialowner.
NOTE:
• Theimagemustbeacomplete,clear,andreadableimageofthepageorsideoftheidentifyingdocumentcontainingthe
uniqueidentifyingnumber,andotheridentifyingdata.Onelemustbeattached.
• SupportedformatsareJPG/JPEG,PNG,andPDF.
• MaximumFileSize:4MB.
Step-by-Step Instructions | 16
PDF BOIR – Finalize
PPDDFF BBOOIIRR –– FFiinnaalliizzee
9. Click the Home tab
10. Click the Validate button, to validate that all system-
required fields have been completed. If there are errors, a
message will appear indicating the specific field that will
need to be addressed. When the PDF BOIR returns zero
errors in the Validate step, the PDF BOIR is ready to be
finalized.
11. Click the Finalize button to lock all fields, disabling the
ability to update the PDF BOIR. The Finalize button will be
replaced with an Edit Report button to reenable fields, if
needed. After the Finalize step, the PDF BOIR must be
saved to prepare it for submission.
12. Click the Save button to save the file to your device.
Once saved, the Ready To File button is enabled.
13. As soon as the PDF BOIR is finalized and saved, the
Ready to File button is enabled. Click the Ready To File
button to begin the submission process. Your default
browser will open to the PDF BOIR submission webpage as
a result.
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10
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Note: The system-required fields are those that all reporting companies must
complete at a minimum. The Validate button does not indicate whether a
particular reporting company has entered all the information it is required to
report.
9. Click the Home tab
10. Click the Validate button, to validate that all
system-requiredeldshavebeencompleted.If
there are errors, a message will appear indicating
thespeciceldthatwillneedtobeaddressed.
WhenthePDFBOIRreturnszeroerrorsin
theValidatestep,thePDFBOIRisreadytobe
nalized.
11. Click the Finalizebuttontolockallelds,
disablingtheabilitytoupdatethePDFBOIR.
TheFinalizebuttonwillbereplacedwithanEdit
Reportbuttontoreenableelds,ifneeded.After
theFinalizestep,thePDFBOIRmustbesavedto
prepare it for submission.
12. Click the Savebuttontosavetheletoyour
device.Oncesaved,theReadyToFilebuttonis
enabled.
13. AssoonasthePDFBOIRisnalizedandsaved,
the Ready to File button is enabled. Click the
Ready To File button to begin the submission
process.YourdefaultbrowserwillopentothePDF
BOIRsubmissionwebpageasaresult.
Note:Thesystem-requiredeldsarethosethat
all reporting companies must complete at a
minimum.TheValidatebuttondoesnotindicate
whether a particular reporting company has
entered all the information it is required to report.
Step-by-Step Instructions | 17
PDF BOIR – Submission Webpage
PPDDFF BBOOIIRR –– SSuubbmmiissssiioonn WWeebbppaaggee
Instead of using the Ready to File button under
the Home Tab, you can also reach the PDF BOIR
submission webpage as follows:
A. From the BOI E-Filing System page
(https://boiefiling.fincen.gov), click the File BOIR
icon/link.
B. Click the Submit BOIR button under the File PDF
BOIR section to open the PDF BOIR submission
webpage.
A
B
Instead of using the Ready to File
button under the HomeTab,youcan
alsoreachthePDFBOIRsubmission
webpageasfollows:
A. FromtheBOIE-FilingSystem
page(boieling.fincen.gov),
click the File BOIR icon/link.
B. Click the Submit BOIR button
under the FilePDFBOIR
sectiontoopenthePDFBOIR
submission webpage.
Step-by-Step Instructions | 18
PDF BOIR – Warning
PPDDFF BBOOIIRR –– WWaarrnniinngg
14. Review the warning language and click
the I Agree button.
14
14. Review the warning language and
click the I Agree button.
Step-by-Step Instructions | 19
PDF BOIR – Submit
PPDDFF BBOOIIRR –– SSuubbmmiitt
15. Complete all fields and attach your finalized
PDF BOIR to this page.
16. Select the I certify checkbox indicating that
you certify that all information is true, correct, and
complete.
17. Select the hCaptcha textbox I am human. You
will be prompted with images to select in response
to a question to verify you are not a robot.
18. Click the Submit BOIR button.
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15. CompletealleldsandattachyournalizedPDF
BOIRtothispage.
16. Select the I certify checkbox indicating that you
certify that all information is true, correct, and
complete.
17. Select the hCaptcha textbox I am human. You will
be prompted with images to select in response to a
question to verify you are not a robot.
18. Click the Submit BOIR button.
Step-by-Step Instructions | 20
PDF BOIR – Conrmation
PPDDFF BBOOIIRR –– CCoonnffiirrmmaattiioonn
19. The BOI E-Filing System will display a progress
bar during submission processing.
20a. After the submission is processed
successfully, you will see the Submission Status
Confirmation page.
20b. If the submission is rejected, the Submission
Status Confirmation page will provide a Rejected
status and prompt you to resolve any errors and
resubmit.
21. Select the Download Transcript button to
download a PDF copy of the transcript which
includes a copy of the confirmation page details
and the report data in transcript format. This
serves as a receipt of your submission.
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20a
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20b
19. TheBOIE-FilingSystemwilldisplay
a progress bar during submission
processing.
20a. After the submission is processed
successfully, you will see the Submission
StatusConrmation page.
20b. If the submission is rejected, the
SubmissionStatusConrmation page will
provide a Rejected status and prompt
you to resolve any errors and resubmit.
21. Select the Download Transcript
buttontodownloadaPDFcopyofthe
transcript which includes a copy of the
conrmationpagedetailsandthereport
dataintranscriptformat.Thisservesas
a receipt of your submission.
Step-by-Step Instructions | 21
PDF BOIR – Updated and Corrected Reports
To complete an updated or corrected report using the PDF
BOIR:
Access the most recent PDF BOIR saved to your device or
create a new PDF BOIR.
Select the Correct prior report, Update prior report, or Newly
exempt entity checkbox in the Filing Information section of
the Home tab.
NOTE: When Correct prior report, Update prior report, or
Newly exempt entity are selected, fields are activated for
Legal name, Tax identification type, and Tax identification
number. Complete these fields with reporting company
information from the company’s most recently filed prior
BOIR.
When Newly exempt entity is selected, the Reporting
Company, Company Applicant(s) and Beneficial Owner(s) tabs
are cleared/ disabled. If Correct prior report or Update prior
report is selected, these tabs remain active, and you should
enter or edit information under them as described above.
Submit your updated or corrected BOIR using the submission
process described above.
PPDDFF BBOOIIRR –– UUppddaatteedd aanndd CCoorrrreecctteedd RReeppoorrttss
Note: If using the previously filed BOIR PDF, the
click the Edit Report button on the first page of
the PDF to unlock and edit the report.
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Tocompleteanupdatedorcorrectedreportusingthe
PDFBOIR:
• AccessthemostrecentPDFBOIRsavedtoyour
device.
• Select the Correct prior report, Update prior
report, or Newly exempt entity checkbox in the
FilingInformation section of the Home tab.
• When Newly exempt entity is selected, the
ReportingCompany,CompanyApplicant(s) and
BenecialOwner(s) tabs are cleared/ disabled. If
Correct prior report or Update prior report is
selected, these tabs remain active, and you should
enter or edit information under them as described
above.
• SubmityourupdatedorcorrectedBOIRusingthe
submission process described above.
NOTE: When Correct prior report, Update prior
report, or Newly exempt entityareselected,eldsare
activated for Legal name, Tax identication type, and
Tax identication number.Completetheseeldswith
reporting company information from the company’s
mostrecentlyledpriorBOIR.
NOTE:IfusingthepreviouslyledBOIRPDF,theclick
the Edit ReportbuttonontherstpageofthePDFto
unlock and edit the report.
Step-by-Step Instructions | 22
PDF BOIR – Common Errors (1 of 2)
ThefollowingerrorsmaybeencounteredwhenusingtheBOIE-FilingSystem.Methodstocorrectthemarelistedbelow.
Error:Systemdisplays‘PleaseWait’,butnothinghappenswhenyouattempttoopenthePDFBOIR.
√ ThismeansthewebbrowserisattemptingtoopenaPDFinthebrowserwindow.AdobeReadermustbe
usedinstead.OpenthePDFBOIRinAdobeReader:CongureyourbrowsertoopenPDFlesinAdobe
Reader or navigate to the location on your device where the form is downloaded/saved, and then open the
lewithAdobeReader.
Error:AfteryouclicktheValidateorFinalizebuttonundertheHometabtovalidateornalizethePDFBOIR
priortosubmission,amessagedisplaysindicatingamissingeldandhighlightingitonthescreen.
√ Fillinthemissinginformationandre-validate(byclickingtheValidatebuttonundertheHomeTab)
beforenalizingthereport.
Error: File type not accepted.
√ TheonlyletypesacceptedforidentifyingdocumentuploadsareJPG/JPEG,PNG,andPDF.Checkthele
typeandchangeittooneoftheapprovedtypes,thenre-attachthele.
Step-by-Step Instructions | 23
PDF BOIR – Common Errors (2 of 2)
ThefollowingerrorsmaybeencounteredwhenusingtheBOIE-FilingSystem.Methodstocorrectthemarelistedbelow.
Error:Onlyoneleisacceptedwhenyoutrytouploadmultipleidentifyingdocuments.
√ Thesystemwillallowyoutouploadonlyoneidentifyingdocumentattachmentperbenecial
ownerorcompanyapplicant.Selectoneidentifyingdocumenttoattachforeachbenecialowner
or company applicant.
Error:‘Rejected’displaysonBOIRsubmissionconrmationpage.
√ ThePDFBOIRwasnotsuccessfullyled.Review/resolvetheerror(s)displayedatthebottomofthe
conrmationpage,andthenresubmit.
Error:Filesizeexceededwhenattachingidentifyingdocument.
√ Ifyouuploadanidentifyingdocumentattachmentthatisgreaterthan4MB,youmustdecrease
thesizeofyourattachmentle.Forexample,iftheleisaJPEGimageofadriver’slicenseor
passport,youcandecreasethesizeoftheimage.Thebestwaytodecreaseanimage’ssizewill
depend on the image program used, but instructions for doing so generally may be found online.