Get Estatements - Absa Bank

This guide provides a step-by-step approach to completing the EStatements form for Absa Bank online. Designed for users with varying levels of experience, it aims to simplify the self-certification process and ensure accuracy in your submissions.

Follow the steps to complete your EStatements form accurately.

1. Press the ‘Get Form’ button to access the EStatements form directly in your document editing environment.
2. In Section A, begin by providing your individual details. Include your full first name(s), surname, date of birth, country of birth, physical address, and postal address. Make sure all entries are accurate as they are compulsory.
3. Continue to Part 2 of Section A to furnish your tax information. Indicate whether you are a tax resident of South Africa by selecting 'Yes' or 'No.' If you answer 'No', you will need to list all countries where you are a tax resident and provide your taxpayer identification number (TIN) for each, if available.
4. Move to Part 3 of Section A to list details for your passport(s). Include the passport country and passport number for each passport held.
5. Proceed to Section B for the Beneficial Owner Declaration for Dividend Withholding Tax (DWT). Fill out Part 1 with the beneficial owner’s details, including the full name, country of tax residency, and tax reference number where applicable.
6. In Part 2 of Section B, indicate if the beneficial owner is claiming an exemption from DWT by selecting the relevant option provided.
7. Complete Part 3 of Section B by specifying any applicable reduced rate of withholding tax on dividends in relation to international agreements.
8. Next, navigate to Section C to fill out the Beneficial Owner Declaration for Withholding Tax on Interest (WTI). Part 1 requires similar details to Section B, ensuring the beneficial owner's information is accurately captured.
9. In Part 2 of Section C, select the basis for exemption from WTI and provide explanations where 'Other' is indicated.
10. Conclude with Section D, where you must provide your declaration and authorization by signing and dating the form. Ensure all information is complete and accurate before submission.
11. Once all sections are completed, save the changes made to the form. You can then download, print, or share the completed document as necessary.

Complete your EStatements form online today to ensure compliance and accuracy in your tax reporting.