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INDIVIDUAL TAX RESIDENCY SELF CERTIFICATION From A glossary of terms used in this document can be found in the Appendix. Please fill in this form if you are an individual Policy Owner, assignee or

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How to fill out individual tax residency self-certification

01

Step 1: Obtain the individual tax residency self-certification form from the relevant tax authority.

02

Step 2: Fill in your personal information, including your full name, date of birth, and contact details.

03

Step 3: Provide your tax identification number (TIN) or any other identification numbers as required.

04

Step 4: Indicate your tax residency status by selecting the appropriate option (e.g., resident, non-resident, etc.).

05

Step 5: If applicable, provide details of any tax treaties or agreements between your country of residence and the country where the income is derived.

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Step 6: Sign and date the form.

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Step 7: Submit the completed form to the relevant tax authority or the institution requesting the self-certification.

Who needs individual tax residency self-certification?

01

Individuals who have financial accounts or investments in foreign countries may need to fill out an individual tax residency self-certification. This form is commonly required by financial institutions, such as banks or investment firms, to comply with international tax regulations and determine your tax residency status.

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What is individual tax residency self-certification?

Individual tax residency self-certification is a declaration made by an individual to confirm their tax residency status.

Who is required to file individual tax residency self-certification?

Individuals who are subject to tax reporting requirements and need to prove their tax residency status.

How to fill out individual tax residency self-certification?

Individuals can fill out the form provided by tax authorities, providing their personal details and confirming their tax residency status.

What is the purpose of individual tax residency self-certification?

The purpose is to determine an individual's tax obligations based on their residency status and to ensure compliance with tax laws.

What information must be reported on individual tax residency self-certification?

Information such as name, address, tax identification number, country of tax residency, and any applicable tax treaty benefits.

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