FATCA Legal Entity and Affiliated Intermediary List Templates

Thank you for accessing the FATCA Legal Entity and Affiliated Intermediary List Templates download page. The information you provide will be used to update Aon’s records and to resolve any legal entity matching issues in advance of receiving your company’s IRS tax forms. Please complete both the legal entity and affiliated intermediary tabs within the template and send via email to [email protected].

If you are unable to access the Microsoft Excel templates, then please print and complete the provided PDF documents and send via mail to:

Aon Market Security
200 E Randolph Street
Chicago, IL 60601

In addition, please only fill out the fourth column within the template “Legal Entity Classification” if this information is readily available and will not delay your company’s response time.

As always, our goal is to provide unmatched client excellence and by working together we can maintain this standard to minimize potential client disruption related to FATCA. We appreciate your help in preparing for the enactment of these new regulations and will work to keep you apprised of our progress.

Thank you,

Aon FATCA Team

Click links below to view/download:

Legal Entity and Affiliated Intermediary Template (Microsoft Excel Version 2007/2010)
Legal Entity and Affiliated Intermediary Template (Microsoft Excel Version 2003)

Please note that there are two separate worksheets in the Excel Templates: one for Legal Entities and one for Affiliated Intermediaries.

Alternatively, you could use the following PDF templates:

Legal Entity Template (PDF Version)
Affiliated Intermediary Template (PDF Version)