Get Individual Bselfb Certification Bformb - Barclays

Filling out the Individual self-certification form for Barclays is an essential step for account holders to verify their tax residency and citizenship status. This guide provides clear instructions to help you navigate the process seamlessly.

Follow the steps to complete the form accurately.

1. Click ‘Get Form’ button to access the Individual self-certification form and open it for editing.
2. In Part 1, you will need to enter your identification details. Fill in your name as the account holder, including your family name, title, and first or given name, along with any middle names if applicable. Also, provide your date of birth in the specified format (DD/MM/YYYY) and your place of birth, including the city/town and country.
3. Next, enter your permanent residential address. Make sure not to use a P.O. box or an ‘in care of address’. Include the house number/name/street, province/state/town, city, postal code, and country. If your mailing address differs from your permanent address, fill in those details as well.
4. If you are opening a UK account and are solely a UK resident for tax purposes who is not a US person, tick the appropriate box. If you tick this box, you can skip to Part 3.
5. In Part 2, provide your tax residency and citizenship status. List the countries where you are a tax resident and enter your Tax Identification Number (TIN) or the functional equivalent for each country listed. If you do not have a TIN, provide a brief explanation.
6. For tax identification purposes, check the box if you are a US person and provide the necessary details, including the TIN or an explanation if one is unavailable for the relevant country.
7. In Part 3, read through the authorizations and undertakings. Confirm that you understand and agree to the terms by certification that the information provided is accurate. If you are signing on behalf of the beneficial owner, provide the required details.
8. Finally, sign and date the form. Ensure all information is true, correct, and complete. After reviewing your entries, you can save changes, download the completed form, print it, or share it as needed.

Complete your Individual self-certification form online today to ensure compliance with tax regulations.