Get Sc2 Form

Filling out the Sc2 Form online is a straightforward process that is essential for compliance with the FATCA regulations. This guide will provide you with clear, step-by-step instructions to ensure that you complete the form accurately and efficiently.

Follow the steps to fill out the Sc2 Form seamlessly.

1. Press the ‘Get Form’ button to acquire the Sc2 Form and open it in your editing tool.
2. In section 1, enter your account number and, if applicable, the dealer account number. Then, provide the account holder's full name and, if there is a joint account holder, their name as well.
3. In section 2, respond to the self-certification question regarding U.S. residency for tax purposes. If you answer 'yes', please input your U.S. Taxpayer Identification Number (TIN). If you do not have a TIN, note that you must apply for one within 90 days.
4. If you are uncertain about your residency status, consult the CRA website for guidance or consider obtaining professional advice.
5. For joint account holders, proceed to section 3. Answer the residency question regarding U.S. tax purposes. If applicable, provide the necessary TIN.
6. If a joint account holder is a temporary U.S. visitor, they may check the declaration box and complete the optional U.S. Visitor Declaration.
7. In section 4, both the account holder and, if applicable, the joint account holder must sign and date the form to authorize the information provided.
8. In section 5, the representative must complete their details and sign to confirm that they have reviewed the information with the account holder(s).
9. Finally, ensure all information is correct. Save your changes, download the completed form, print it if needed, or prepare to share it as required.

Get started today by filling out the Sc2 Form online to ensure your compliance with tax regulations.