Get the free FATCA-CRS declaration form - Addendum 180316 V2

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CRS/ FATWA Addendum CLAIMANT DETAILS Name of the Claimant Policy Number Residence for Tax Purposes in Jurisdiction(s) outside Indicates×No×If either Residential Status is NRI or Tax jurisdiction

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How to fill out fatca-crs declaration form

01

Start by carefully reading the instructions provided on the fatca-crs declaration form.

02

Fill in your personal information such as name, address, date of birth, and tax identification number.

03

Declare your tax residency status by indicating whether you are a tax resident of the United States for FATCA purposes and/or a reportable jurisdiction for CRS purposes.

04

Provide information about any financial accounts you hold outside of your country of tax residence, including the name of the financial institution, account number, and average balance.

05

Sign and date the form to certify that the information provided is accurate.

06

Submit the completed form to the relevant financial institution or tax authority as required.

Who needs fatca-crs declaration form?

01

Individuals who are considered US persons for FATCA purposes or tax residents of reportable jurisdictions for CRS purposes.

02

Financial institutions, such as banks and investment firms, that are required to collect this information for compliance with FATCA and CRS regulations.

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What is fatca-crs declaration form?

The fatca-crs declaration form is a form used by financial institutions to comply with the Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations.

Who is required to file fatca-crs declaration form?

Financial institutions and individuals with foreign financial accounts are required to file the fatca-crs declaration form.

How to fill out fatca-crs declaration form?

The fatca-crs declaration form should be filled out accurately and completely with all required information about foreign financial accounts.

What is the purpose of fatca-crs declaration form?

The purpose of the fatca-crs declaration form is to help prevent tax evasion by providing information about foreign financial accounts to tax authorities.

What information must be reported on fatca-crs declaration form?

Information such as account holder's name, address, and tax identification number, as well as details about the foreign financial account, must be reported on the fatca-crs declaration form.

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