There is no organization or form to fill out (at least in the abstract). You either do or don't meet the criteria. In a funding round, you will likely be requ

There is no organization or form to fill out (at least in the abstract). You either do or don't meet the criteria. In a funding round, you will likely be required (a) to fill out an Investor Questionnaire or (b) make formal representations and warranties that you meet one or the other of the two criteria for individuals.