Get Self-certification Form Pdf - Hsbc Expat

This guide provides detailed instructions on how to accurately complete the Self-certification Form PDF required by HSBC Expat. The information gathered is crucial for tax compliance and international reporting, ensuring that your account details are properly documented.

Follow the steps to confidently complete the form.

1. Click ‘Get Form’ button to obtain the Self-certification Form PDF and open it in your preferred PDF viewer or editor.
2. In Part 1, begin by entering the identification details of the Account Holder. Fill in the family name, title, first name, and middle names as applicable. Ensure that the information matches the official documents.
3. Provide the permanent residence address in the designated fields. Include the street number, town or city, postal code/ZIP, city, and country.
4. If the mailing address is different from the permanent address, complete Section C with the same level of detail as Part B.
5. Input the place of birth in Part D by specifying the town or city and the corresponding country where the Account Holder was born.
6. Enter the date of birth in the format dd/mm/yyyy in Part E, making sure it is correct and complete before proceeding.
7. If you are not the Account Holder, complete Part 2 with your details, including your name, permanent residence address, place of birth, and date of birth.
8. In Part 3, state the country where the Account Holder is a tax resident and provide the Taxpayer Identification Number (TIN). If applicable, check the boxes for TIN unavailability.
9. Complete Part 4 by certifying that the Account Holder is not tax resident in any other country. If there are additional countries, proceed to Part 5.
10. In Part 5, list any other countries where the Account Holder is tax resident and provide the respective TINs or indicate if they are unavailable.
11. Finalize your submission in Part 6 by reading the declarations, signing the form, printing your name, adding the date, and indicating your capacity if signed on behalf of another.
12. Once all sections are completed, save your changes before downloading, printing, or sharing the Self-certification Form PDF as needed.

Complete your Self-certification Form online today to ensure compliance and accurate reporting.