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Exchange Plaza, B Wing, First Floor, USE Building, BandraKurla Complex, Sandra (East), Mumbai 400 051. Toll Free 1800 425 5600 Fax :02267720512 Website: www.principalindia.com Email: customer principalindia.com

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How to fill out fatca - crs declaration

How to fill out FATCA - CRS Declaration:

01

Start by obtaining the necessary form: The FATCA - CRS Declaration is typically provided by financial institutions and may also be available on their websites. Contact your bank or financial institution to get a copy of the form.

02

Personal Information: Begin by entering your personal information on the form. This typically includes your full name, address, date of birth, national identification number, and tax identification number (if applicable).

03

Account Information: Provide details about the account(s) you hold with the financial institution. This may include account numbers, types of accounts (such as savings or investments), and the total value of the account(s).

04

Tax Residency: Indicate your tax residency by selecting the applicable country or countries where you are considered a tax resident. This is important for determining your tax obligations under FATCA and CRS.

05

Tax Identification Numbers: Enter your tax identification numbers, such as Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN), for each country of tax residency. These numbers are used for reporting purposes.

06

Declaration and Consent: Read the declaration statements carefully and consent to the collection and reporting of your financial information as required by FATCA and CRS regulations. Your signature or electronic consent may be required.

07

Submission: Once you have filled out the form accurately, submit it to your financial institution as instructed. They will review your declaration and may follow up with any additional requirements or clarification if needed.

Who needs FATCA - CRS Declaration:

01

U.S. Persons: FATCA (Foreign Account Tax Compliance Act) primarily affects U.S. citizens, resident aliens, and entities formed under U.S. laws. If you fall into any of these categories and have financial accounts abroad, you may need to complete the FATCA - CRS Declaration.

02

Non-U.S. Persons: CRS (Common Reporting Standard) is an international standard adopted by numerous countries to share financial account information. Non-U.S. persons with financial accounts in CRS participating countries may also need to fill out a FATCA - CRS Declaration.

03

Financial Institutions: Financial institutions, including banks, investment firms, and insurance companies, are required to comply with FATCA and CRS regulations. They may ask their customers to complete the FATCA - CRS Declaration to ensure proper reporting and compliance.

Note: The specific requirements and obligations related to FATCA and CRS can vary depending on the country and your individual financial situation. It is advisable to consult with a tax professional or the financial institution directly to ensure accurate and timely compliance.

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What is fatca - crs declaration?

The FATCA-CRS declaration is a form used for reporting information on financial accounts held by US persons to comply with the Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS).

Who is required to file fatca - crs declaration?

Financial institutions are required to file FATCA-CRS declarations to report information on their US account holders.

How to fill out fatca - crs declaration?

The FATCA-CRS declaration can be filled out electronically through the relevant tax authority's online portal or through paper forms provided by the institution.

What is the purpose of fatca - crs declaration?

The purpose of the FATCA-CRS declaration is to facilitate the automatic exchange of financial account information between countries to combat tax evasion.

What information must be reported on fatca - crs declaration?

The FATCA-CRS declaration requires reporting on account holder information, such as name, address, tax identification number, and account balance.

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