Follow the steps to effectively complete the self-certification form online.

1. Press the ‘Get Form’ button to obtain the form and open it in your document editor.
2. In Section 1, provide your account holder identification details. Fill in your full name, residential address, and mailing address if it differs from your residential address. Ensure all mandatory fields are completed.
3. Complete the place of birth fields by providing the town or city and country where you were born. Also, include your date of birth in the designated field.
4. In Section 2, indicate your FATCA status. Tick either option (a) if you are a U.S. citizen or resident and provide your U.S. Taxpayer Identifying Number. Alternatively, tick option (b) if you are not a U.S. citizen or resident.
5. Section 3 requires you to declare your country or countries of tax residence. Provide the names of these countries along with the corresponding Tax Identification Numbers. If you do not have a TIN, explain why in the space provided.
6. Move to Section 4 and read the declaration carefully. By signing, you confirm that the information you've provided is accurate and complete. Also, acknowledge your responsibility to update the self-certification form if any circumstances change.
7. Sign the form in the authorized signature field, print your name, and date the form. Mention your capacity if you are signing on behalf of another account holder.
8. Once you have completed all sections of the form, review your entries for accuracy. You can then save your changes, download a copy for your records, print the form, or share it as needed.

Complete the necessary documentation online to ensure compliance with FATCA and CRS regulations.