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這是由保單持有人或投保人向富衛人壽(香港)有限公司提供的自我證明表格,旨在進行自動交換財務帳戶資料,以滿足稅務申報要求。帳戶持有人需要填寫其身份及稅務居民資料,並確保提供的資料真實正確。
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Begin with your personal information at the top of the form, including your name, address, and contact details.
02
Locate the section asking for the purpose of self-certification and fill it out accurately.
03
Provide details about the specific circumstances under which you are self-certifying.
04
Include any necessary documentation or evidence required to support your self-certification.
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Review the information you've entered to ensure everything is correct.
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Sign and date the form at the designated area to validate your self-certification.

Who needs self-certification form individual?

01
Individuals applying for certain financial services or loans may need a self-certification form.
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People claiming tax exemptions or eligibility for government assistance may also require it.
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Anyone needing to verify their employment status or income for tenancy agreements might need this form.
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A self-certification form for individuals is a document that allows individuals to certify certain information about themselves, such as their residency status and tax information, often for compliance with tax laws.
Individuals who are opening accounts with financial institutions or who are subject to certain tax regulations are typically required to file a self-certification form.
To fill out a self-certification form, individuals need to provide their personal details, such as name, address, date of birth, and taxpayer identification number, as well as any other required information about their tax status.
The purpose of the self-certification form is to ensure compliance with tax regulations, to assist financial institutions in determining the tax residency of individuals, and to facilitate proper reporting to tax authorities.
The information that must be reported typically includes personal identification details, residency status, taxpayer identification number, and any relevant tax compliance status.
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