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FATCA and CRS Selfcertification for IndividualsVELOCITY TRADE FATCA and CRS SelfCertification for Individuals v1.10Velocity Trade Financial Services (Pty) Ltd (2010/010415/07) Velocity Trade Financial

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How to fill out fatca and crs self-certification

01

Obtain the self-certification form for FATCA and CRS from the financial institution or entity requesting it.

02

Fill in your personal information accurately, including your name, address, tax identification number, and country of residence.

03

Determine your tax residency status and indicate it on the form.

04

Answer any additional questions or provide any supporting documentation requested on the form.

05

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

06

Submit the completed form to the financial institution or entity as per their instructions.

Who needs fatca and crs self-certification?

01

Individuals or entities who have financial accounts or investments outside their country of residence may need to fill out FATCA and CRS self-certification.

02

Financial institutions, including banks, investment firms, and insurance companies, may also require their customers to complete these forms to comply with international tax reporting regulations.

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What is fatca and crs self-certification?

FATCA (Foreign Account Tax Compliance Act) and CRS (Common Reporting Standard) self-certification are processes by which individuals and entities declare their tax residency status and report their financial information to financial institutions, ensuring compliance with respective tax regulations.

Who is required to file fatca and crs self-certification?

Individuals and entities that have financial accounts outside of their country of tax residence or are considered reportable under FATCA and CRS guidelines are required to file self-certification.

How to fill out fatca and crs self-certification?

To fill out FATCA and CRS self-certification, individuals need to provide personal information such as name, address, tax identification number, and financial account details, as well as confirm their tax residency status.

What is the purpose of fatca and crs self-certification?

The purpose of FATCA and CRS self-certification is to prevent tax evasion by ensuring that tax authorities receive accurate information about taxpayers' foreign financial assets.

What information must be reported on fatca and crs self-certification?

Information required includes personal details (name, address, date of birth), tax identification numbers, account details, and declarations of tax residency status.

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