Get Au Suncorp Foreign Tax Liability Self Certification Declaration – Entities 2017-2025

This guide provides a comprehensive overview of how to complete the AU Suncorp Foreign Tax Liability Self Certification Declaration for entities. It aims to support users with step-by-step instructions for filling out the necessary sections of the form accurately and efficiently.

Follow the steps to accurately complete the form online.

1. Click ‘Get Form’ button to obtain the form and open it in your document editor.
2. Enter your customer number or account number at the top of the form. This helps identify your account in relation to the information provided.
3. Fill in the entity name in the designated field. Ensure the name matches the official registration of the entity.
4. Respond to the questions regarding foreign tax status. Indicate whether any listed circumstances apply by selecting 'Yes' or 'No'. If 'Yes', proceed to Section 1; if 'No', proceed directly to Section 6.
5. For Section 1, determine the US status of the entity. Answer whether the entity is organized or incorporated in the US. If 'Yes', provide the US Taxpayer Identification Number (TIN). If 'No', continue to Section 2.
6. Complete Section 2 to classify the entity. Select the appropriate classification from the options provided. After selecting, proceed to provide your FATCA status.
7. In Section 3, declare the entity’s tax residency under the Common Reporting Standard. Complete the table with necessary information about the country/jurisdiction of tax residence and include TIN details if available.
8. Advance to Section 4 to classify the entity as per CRS. Mark the suitable category and if applicable, provide additional information about the established securities market.
9. Provide details for any controlling persons listed in Section 5. Ensure each controlling person’s information is filled out thoroughly including names, addresses, and TIN status.
10. In Section 6, an authorized signatory for the entity must declare the accuracy of the information provided, sign and date the declaration. Make sure to complete this step to verify all provided details are correct.
11. Finally, save any changes you made, and proceed to download, print, or share the completed form as required for submission.

Complete your AU Suncorp Foreign Tax Liability Self Certification Declaration online today.