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V1II January 2020For use by JPMorgan Indonesian entities only / Untuck dipergunakan ole entity Indonesia JPMorgan sajaEntity Tax Residency Recertification Form / Formula Sertifikasi Dirt Domicile

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How to fill out individual tax residency self-certification

01

Obtain the individual tax residency self-certification form from the appropriate institution or organization.

02

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

03

Indicate your tax residency status by checking the appropriate box or providing additional information as required.

04

Provide any supporting documentation or proof of tax residency if requested.

05

Sign and date the form to certify its accuracy and completeness.

Who needs individual tax residency self-certification?

01

Any individual who is required to prove their tax residency status to a financial institution or other entity may need an individual tax residency self-certification. This could include individuals with international investments, accounts, or income sources.

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What is individual tax residency self-certification?

Individual tax residency self-certification is a process where individuals confirm their tax residency status by providing certain personal information to financial institutions or tax authorities.

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

Individuals who hold accounts or investments with financial institutions may be required to file individual tax residency self-certification, especially if they are considered tax residents in a country for reporting purposes.

How to fill out individual tax residency self-certification?

To fill out individual tax residency self-certification, individuals typically need to provide their personal details, tax identification numbers, and confirm their tax residency status in the relevant jurisdictions on the form provided by the financial institution.

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

The purpose of individual tax residency self-certification is to ensure compliance with tax laws and regulations, enabling financial institutions to report relevant tax information about their account holders to tax authorities.

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

Information that must be reported includes the individual's name, address, date of birth, country of tax residence, tax identification number(s), and declaration of any other jurisdictions where the individual may be a tax resident.

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