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Instructions CRS Controlling Person Recertification Form Please read these instructions before completing the form Why are we asking you to complete this form? To help protect the integrity of tax

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How to fill out crs controlling person self-certification

01

Step 1: Obtain the CRS Controlling Person Self-Certification form from the relevant financial institution.

02

Step 2: Read the instructions and guidelines provided with the form carefully.

03

Step 3: Fill in your personal details, including your full name, address, date of birth, and tax identification number.

04

Step 4: Indicate whether you are a tax resident of any other country or if you have any foreign tax obligations.

05

Step 5: Declare whether you are a controlling person of any foreign financial accounts or entities.

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Step 6: Provide information about the financial accounts or entities you control, including the name, country of residence, account numbers, and any relevant tax identification numbers.

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Step 7: Sign and date the self-certification form.

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Step 8: Submit the completed form to the financial institution that requires the CRS Controlling Person Self-Certification.

Who needs crs controlling person self-certification?

01

Individuals who are considered controlling persons of foreign financial accounts or entities are required to fill out the CRS Controlling Person Self-Certification. This includes individuals who have significant control over the operations or decisions of such accounts or entities, such as officers, directors, trustees, or beneficiaries.

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What is crs controlling person self-certification?

CRS controlling person self-certification is a process where an individual certifies their status as a controlling person for the purpose of complying with the Common Reporting Standard (CRS).

Who is required to file crs controlling person self-certification?

Any individual who is identified as a controlling person of a financial account or entity is required to file CRS controlling person self-certification.

How to fill out crs controlling person self-certification?

To fill out CRS controlling person self-certification, the individual must provide information about their controlling person status, personal details, and any relevant financial account or entity information.

What is the purpose of crs controlling person self-certification?

The purpose of CRS controlling person self-certification is to ensure compliance with international tax regulations and combat tax evasion by identifying individuals with significant control over financial accounts or entities.

What information must be reported on crs controlling person self-certification?

The information reported on CRS controlling person self-certification typically includes the individual's name, address, tax identification number, controlling person status, and details of any financial accounts or entities they control.

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