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(AEOI) website, www.oecd.org/tax/automatic-exchange/. The relevant rules under the Income Tax Rules, 1962 can be found on the Income Tax Department website, www.incometaxindia.gov.in If you have any questions on how to de ne your tax residency status, please visit the OECD website, www.oecd.org/tax/automatic-exchange/ or speak to your tax advisor as we are not allowed to give tax advice. You can nd a list of de nitions in the Appendix. Individual Tax Residency Self-Certi cation Form.

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How to fill out the Crs Form online

The Crs Form is essential for determining your tax residency and ensuring compliance with international tax regulations. Filling it out accurately is important for maintaining up-to-date financial records.

Follow the steps to successfully complete the Crs Form online.

  1. Press the ‘Get Form’ button to acquire the Crs Form and open it in your document editor.
  2. In Part 1, fill out the Identification of Individual Account Holder section. Provide your full name, including family name, title, and first or given name.
  3. Enter your current residential address in section B. Indicate whether this address is for residential and business purposes.
  4. If your mailing address differs from your current residence, complete section C with the necessary details.
  5. In section D, input your date and place of birth, along with your Aadhaar number in section F.
  6. For Part 2, list your country of residence for tax purposes and provide your Taxpayer Identification Number (TIN) where applicable.
  7. If you do not have a TIN, select the appropriate reason (A, B, or C) and provide any necessary explanations.
  8. In Part 3, read the declarations carefully and ensure your signature and date are included, declaring your understanding of how the information will be shared.
  9. Once all sections are completed, review the form for accuracy. Save your changes, and you may choose to download, print, or share the form as needed.

Complete your Crs Form online today to ensure compliance with tax requirements.

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(5) Deliver a current Form CRS to each retail investor within 30 days upon request. (c) Other disclosure obligations. Delivering Form CRS in compliance with this section does not relieve you of any other disclosure obligations you have to your retail investors under any Federal or State laws or regulations.

Form CRS is a client or customer relationship summary. Advisers and brokers are required to deliver a relationship summary to you beginning in summer 2020.

(5) Deliver a current Form CRS to each retail investor within 30 days upon request. (c) Other disclosure obligations. Delivering Form CRS in compliance with this section does not relieve you of any other disclosure obligations you have to your retail investors under any Federal or State laws or regulations.

The investment adviser firm must file via the IARD a Form CRS/Form ADV, Part 3 relationship summary which is a text searchable format with machine-readable headings.

Form CRS is a client or customer relationship summary. Advisers and brokers are required to deliver a relationship summary to you beginning in summer 2020. The relationship summary contains important information about the adviser or broker.

Who must file Form CRS? The requirement to prepare and file Form CRS applies to SEC-registered firms who have clients who are retail investors. It does not currently apply to state-registered investment advisers or advisers who do not have any clients or prospective clients who are retail investors.

Form CRS includes: The types of client relationships and services the firm offers. The fees, costs, conflicts of interest and standard of conduct associated with those relationships and services. Whether the firm and its financial professionals currently have reportable legal or disciplinary history.

Reg BI and Form CRS became effective on June 30, 2020, and FINRA has been examining member firms' implementation of related obligations throughout 2021—2022. FINRA will continue to share further findings as we continue to conduct exams and gather additional information on member firms' practices.

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