What is FATCA and/or CRS self-certification Form?
The FATCA and/or CRS self-certification is a Word document needed to be submitted to the required address to provide specific info. It needs to be filled-out and signed, which is possible manually in hard copy, or via a certain software such as PDFfiller. It lets you fill out any PDF or Word document directly in your browser, customize it depending on your needs and put a legally-binding electronic signature. Once after completion, you can send the FATCA and/or CRS self-certification to the appropriate person, or multiple recipients via email or fax. The blank is printable as well because of PDFfiller feature and options proposed for printing out adjustment. Both in electronic and in hard copy, your form should have a neat and professional outlook. Also you can save it as the template for further use, so you don't need to create a new file again. Just customize the ready document.
Template FATCA and/or CRS self-certification instructions
Once you're ready to begin filling out the FATCA and/or CRS self-certification .doc form, you ought to make certain all the required details are prepared. This one is highly important, due to errors may result in unwanted consequences. It is usually annoying and time-consuming to re-submit an entire editable template, not to mention penalties caused by missed deadlines. Handling the figures requires a lot of concentration. At first sight, there is nothing complicated about this. Nonetheless, there's no anything challenging to make an error. Professionals recommend to keep all the data and get it separately in a different document. Once you have a template so far, you can easily export that information from the document. In any case, all efforts should be made to provide actual and legit data. Check the information in your FATCA and/or CRS self-certification form twice while completing all important fields. You can use the editing tool in order to correct all mistakes if there remains any.
FATCA and/or CRS self-certification: frequently asked questions
1. I have personal files to fill out and sign. Is there any risk another person would have got access to them?
Tools dealing with confidential information (even intel one) like PDFfiller do care about you to be satisfied with how secure your word forms are. They include the following features:
- Private cloud storage where all data is kept protected with both basic and layered encryption. The user is the only one that is free to access their personal files. Disclosure of the information is strictly prohibited all the way.
- To prevent forgery, every single file gets its unique ID number upon signing.
- Users are able to use some additional security features. They manage you to request the two-factor verification for every person trying to read, annotate or edit your file. PDFfiller also offers specific folders where you can put your FATCA and/or CRS self-certification word form and secure them with a password.
2. Have never heard about electronic signatures. Are they the same comparing to physical ones?
Yes, and it's completely legal. After ESIGN Act released in 2000, an electronic signature is considered like physical one is. You can complete a writable document and sign it, and to official businesses it will be the same as if you signed a hard copy with pen, old-fashioned. While submitting FATCA and/or CRS self-certification form, you have a right to approve it with a digital solution. Make sure that it matches to all legal requirements like PDFfiller does.
3. I have a sheet with some of required information all set. Can I use it with this form somehow?
In PDFfiller, there is a feature called Fill in Bulk. It helps to extract data from writable document to the online word template. The big thing about this feature is, you can excerpt information from the Excel spreadsheet and move it to the document that you’re submitting via PDFfiller.
