Get the free (AEOI) Self Certification Form - Australian Ethical

All correspondence and inquiries to:Company or Trust in which Investment is Feldspar Business Solutions GPO Box 3993 Sydney NSW 2001 Tel: 1300 737 760 (within Must) Tel: + 61 2 9290 9600 (outside

How to fill out aeoi self certification form

How to fill out aeoi self certification form

1. To fill out the AEoI self-certification form, follow these steps:
2. Start by downloading the AEoI self-certification form from the official website or source provided.
3. Read the instructions carefully to understand the information required and the purpose of each section.
4. Begin filling out the form by providing your personal details such as name, address, date of birth, and tax identification number.
5. Proceed to the next sections and provide the necessary information regarding your tax residency status, country of residence, and tax identification number(s) in other jurisdictions.
6. If you are a financially non-active individual, make sure to check the appropriate box and provide any additional required details.
7. Double-check your entries to ensure accuracy and completeness.
8. Sign and date the form to certify the accuracy of the information provided.
9. Submit the filled-out AEoI self-certification form as per the instructions provided, either electronically or physically.
10. Keep a copy of the form for your records in case it is needed for future reference or verification.

Who needs aeoi self certification form?

1. The AEoI self-certification form may be required by individuals who are subject to the Automatic Exchange of Information (AEoI) regulations. This includes individuals who have financial accounts or holdings in foreign jurisdictions and are required to disclose their tax residency status to the relevant authorities.
2. Additionally, individuals who have received a request for self-certification from a financial institution or tax authority may need to fill out the AEoI self-certification form to comply with the regulatory requirements.

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