Glossary • Updated 2026
By Srikanta M.Reviewed against FTB / SOS sources: September 2026Methodology

Beneficial Owner (FinCEN)

Anyone with ≥25% ownership or substantial control: the persons BOI reporting names.

In detail

Includes officers and key decision-makers, not just equity holders.

Since August 2026 only non-US beneficial owners of foreign reporting companies are reported to FinCEN.

Banks still collect beneficial-owner information at account opening, separately from FinCEN.

Where it matters

More definitions

Sources

  • Cal. Rev. & Tax Code; 8 Del. C.; Wyo. Stat. Title 17; FTB/SOS glossaries