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Riverbank HAG Zürich AG, Blathering 18, P.O. Box, CH-8022 Zürich, Phone ... Declaration of AEI status and Confirmation of Residence for Tax Purposes.

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How to fill out declaration of aeoi status

01

Step 1: Obtain the declaration of aeoi status form from the relevant tax authority.

02

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

03

Step 3: Fill in your personal details such as name, address, and tax identification number.

04

Step 4: Provide information about your financial accounts, including the name of the financial institution, account number, and type of account.

05

Step 5: Indicate whether you are the owner or the beneficial owner of the account.

06

Step 6: Disclose any other relevant information required by the form, such as additional account holders or joint account holders.

07

Step 7: Sign and date the declaration form.

08

Step 8: Submit the completed form to the designated tax authority either electronically or by mail.

09

Step 9: Retain a copy of the filled-out form for your records.

Who needs declaration of aeoi status?

01

Individuals or entities who have financial accounts held or controlled outside of their country of residence may need to submit a declaration of aeoi status.

02

Countries that have implemented the Automatic Exchange of Information (AEOI) framework require individuals and entities to provide information about their foreign financial accounts.

03

This includes individuals who have offshore bank accounts, investments, or other financial assets.

04

Financial institutions, such as banks, investment firms, and insurance companies, may also be required to submit a declaration of aeoi status.

05

It is important to check with the relevant tax authority or consult a tax advisor to determine if you are required to submit a declaration of aeoi status.

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What is declaration of aeoi status?

Declaration of aeoi status is a form that must be filed by financial institutions to report their status under the Automatic Exchange of Information (AEOI) framework.

Who is required to file declaration of aeoi status?

Financial institutions, such as banks, investment firms, and insurance companies, are required to file declaration of aeoi status.

How to fill out declaration of aeoi status?

Financial institutions can fill out the declaration of aeoi status form electronically through the designated portal provided by the tax authorities.

What is the purpose of declaration of aeoi status?

The purpose of declaration of aeoi status is to ensure that financial institutions are compliant with the AEOI framework and are transparent in reporting their financial account information.

What information must be reported on declaration of aeoi status?

Financial institutions must report their legal entity identifier (LEI), jurisdiction of residence, and whether they are a reporting financial institution or a non-reporting financial institution.

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