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DECLARATION OF FATWA RECERTIFICATION FOR AN INDIVIDUAL (ONLY FOR UNREGISTERED ACCOUNTS) BAROMETER MUTUAL FUNDS (THE FUND OR THE FUNDS) The Fund(s) will use the information provided in this form to

How to fill out declaration of fatca self-certification

How to fill out the declaration of FATCA self-certification:

1. Obtain the declaration form: The FATCA self-certification form can usually be obtained from your financial institution or tax authority. You may also find it online on their official website.
2. Provide Personal Information: Fill in your personal details as required, including your full name, address, date of birth, and tax identification number (such as your social security number). Ensure the provided information is accurate and matches your official records.
3. Determine your tax residency: Indicate your tax residency status by selecting the appropriate option from the provided choices. The options usually include being a resident or citizen of the country issuing the form, a resident or citizen of another country with which the country has a tax exchange agreement, or a U.S. citizen or tax resident.
4. Self-certify tax classification: Select the appropriate tax classification that applies to you. This will typically include options like "individual," "entity," or "non-profit organization." Be sure to choose the tax classification that accurately represents your situation.
5. Indicate your U.S. status (if applicable): If you are a U.S. citizen or tax resident, you will need to indicate your U.S. status on the form. This may include selecting options like "U.S. citizen," "U.S. tax resident," or "U.S. Green Card holder."
6. Date and sign the declaration: Provide the date of when you are completing the form and sign it with your full legal signature. Make sure to use your official signature as it appears on your legal documents.

Who needs the declaration of FATCA self-certification?

1. Individuals with financial accounts: Any individual who holds financial accounts, such as bank accounts, investment accounts, or insurance policies, may be required to fill out the FATCA self-certification form. This includes both U.S. citizens and non-U.S. citizens.
2. Financial institutions: Financial institutions, including banks, investment firms, and insurance companies, may also need to collect the FATCA self-certification forms from their customers as part of their compliance with FATCA regulations. This is done to determine the tax residency and status of their account holders.
3. Tax authorities: Tax authorities in various countries may require individuals to complete the FATCA self-certification form to ensure proper reporting of tax information and compliance with FATCA regulations. They may use this information to exchange tax data with the U.S. Internal Revenue Service (IRS) or other participating countries.
4. Entities: Certain entities, such as non-profit organizations or corporations, may also need to provide the FATCA self-certification form to their financial institutions or tax authorities to establish their tax residency and classification.

Overall, the FATCA self-certification form is essential for individuals and entities with financial accounts to comply with FATCA regulations and to ensure accurate taxation and reporting of their financial assets.

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What is declaration of fatca self-certification?

The declaration of FATCA self-certification is a form used to certify compliance with the Foreign Account Tax Compliance Act (FATCA).

Who is required to file declaration of fatca self-certification?

Any individual or entity with foreign financial accounts is required to file a declaration of FATCA self-certification.

How to fill out declaration of fatca self-certification?

The declaration of FATCA self-certification can be filled out online or submitted in paper form. It requires providing information about foreign financial accounts held.

What is the purpose of declaration of fatca self-certification?

The purpose of the declaration of FATCA self-certification is to ensure compliance with reporting requirements related to foreign financial accounts.

What information must be reported on declaration of fatca self-certification?

Information such as account numbers, financial institutions, account balances, and income from foreign financial accounts must be reported on the declaration of FATCA self-certification.