Get Self Certificate Form

Filling out the Self Certificate Form online is an essential step in the account opening process with the Royal Bank of Scotland. This guide provides a clear, step-by-step approach to help you accurately complete the form while ensuring your information is submitted correctly.

Follow the steps to complete your Self Certificate Form online.

1. Click the ‘Get Form’ button to access the Self Certificate Form and open it in your chosen document editor.
2. In Part 1, provide your identification information. Fill in your first name, middle name (if applicable), last name, and father's name in BLOCK CAPITALS. Ensure that you complete the mandatory fields marked with an asterisk (*).
3. Enter your date of birth in the format dd/mm/yyyy and indicate your place of birth, including town or city and country. This information is crucial for identification purposes.
4. Select the appropriate option to identify yourself as either a US Person or a Non-US Person. A US Person is defined as any US citizen or resident.
5. In Part 2, indicate your Country of Residence for tax purposes and provide your Taxpayer Identification Number (TIN) or equivalent number for up to three countries. If you are a tax resident in more than three countries, use a separate sheet.
6. If a TIN is unavailable, select the appropriate reason (A, B, or C) and provide an explanation if choosing Reason B. Enter this information in the provided boxes.
7. In Part 3, read the declarations and signature section carefully. By signing the form, you certify that the information provided is correct and complete. If you are signing on behalf of the account holder, indicate your capacity and attach the required documents.
8. After filling out the entire form, review all entries for accuracy. Once confirmed, save your changes, and choose to download, print, or share the form as required for submission.

Complete your Self Certificate Form online to ensure a smooth account setup process.