Get Tax Residency Self-certification Declaration Form ... -...

Filling out the Tax Residency Self-Certification Declaration Form is an important step for individuals and entities to declare their tax residency status. This guide provides a clear, step-by-step approach to help you complete the form accurately and effectively online.

Follow the steps to successfully complete the form.

1. Click the ‘Get Form’ button to access the Tax Residency Self-Certification Declaration Form.
2. Begin by entering your policy number if you have it, followed by your details, including your full name (forename and surname), permanent residential address, postcode, daytime phone number, and email address. Ensure you use black ink and write in capital letters.
3. Indicate your gender and date of birth. Provide your tax residency status by answering whether you are tax resident in any country other than the UK.
4. If you answer 'Yes' to being tax resident in other countries, list those countries along with any Tax Identification Number(s) (TIN) you may have. If you do not have a TIN because the country does not issue them, tick the relevant box.
5. Review all provided information for accuracy. You must confirm that the details given in this form are correct and complete by signing the declaration and including the date of your signature.
6. If applicable, repeat steps 2 to 5 for additional plan owners by filling out Part 1b. If you're filling for an entity, proceed to Section 2 of the form and follow the relevant instructions for entities.
7. For Section 2, provide the entity's name and address, and indicate if it is tax resident anywhere other than the UK. Follow the same procedure for listing countries and providing TINs as in the individual section.
8. After completing all necessary sections, you can save the changes made to the form. Ensure to download, print, or share the completed form as required.

Complete your Tax Residency Self-Certification Declaration Form online today to ensure compliance with tax regulations.