Get Crs/fatca Individual Customer Self-certification Form

Filling out the CRS/FATCA Individual Customer Self-certification Form online is an essential step for individual account holders and sole traders to comply with tax regulations. This guide provides clear instructions on how to efficiently complete each section of the form.

Follow the steps to fill out the form correctly.

1. Press the ‘Get Form’ button to access the CRS/FATCA Individual Customer Self-certification Form and open it for completion.
2. Part 1: Account Holder Information. Fill in the following fields: Last Name, First Name, Date of Birth, Current Residence Address (including street name and number), Country of Address, Town/City/Province/County/State, and Postal Code/ZIP Code.
3. Part 2: Country of Tax Residence. Provide information about all countries where you are a tax resident. For each country, state the Country of Tax Residence and Taxpayer Identification Number (TIN) if applicable. Indicate if the country does not issue a TIN.
4. Part 3: FATCA Related. Select the appropriate box regarding U.S. Citizenship/Residency. You can choose either: (A) certifying as a tax resident of the United States or (B) certifying that you are not a tax resident in the U.S.
5. Part 4: Declaration and Signature. Read the declaration carefully and confirm that you agree with the statements provided. Enter the Date (DD-MM-YYYY), sign your name, and print your name as the authorized signatory.
6. Once all sections are completed, save your changes. You can then download, print, or share the form as needed to ensure it is submitted correctly.

Complete your CRS/FATCA Individual Customer Self-certification Form online today for seamless compliance.