Get the free Self-certification Form – Individual Account Holder

本表格是根據《內地稅條例》制定的，旨在收集有關個人帳戶持有者的稅務居民身份的信息，以符合自動交換金融賬戶信息的國際標準（AEOI）和共同報告標準（CRS）。

How to fill out self-certification form individual account

How to fill out self-certification form individual account

1. Obtain the self-certification form from your financial institution.
2. Provide your personal details, including full name, address, and date of birth.
3. Indicate your tax residency status by checking the appropriate box.
4. Fill in your tax identification number (TIN) for each relevant jurisdiction.
5. Sign and date the form to confirm the information is accurate.

Who needs self-certification form individual account?

1. Individuals holding financial accounts who need to provide tax residency information.
2. Persons required to declare compliance with tax regulations in their country of residence.
3. Account holders in jurisdictions that require financial institutions to collect self-certification forms.

For pdfFiller’s FAQs

How can I manage my self-certification form individual account directly from Gmail?

In your inbox, you may use pdfFiller's add-on for Gmail to generate, modify, fill out, and eSign your self-certification form individual account and any other papers you receive, all without leaving the program. Install pdfFiller for Gmail from the Google Workspace Marketplace by visiting this link. Take away the need for time-consuming procedures and handle your papers and eSignatures with ease.

How do I edit self-certification form individual account online?

pdfFiller allows you to edit not only the content of your files, but also the quantity and sequence of the pages. Upload your self-certification form individual account to the editor and make adjustments in a matter of seconds. Text in PDFs may be blacked out, typed in, and erased using the editor. You may also include photos, sticky notes, and text boxes, among other things.

Can I create an electronic signature for signing my self-certification form individual account in Gmail?

When you use pdfFiller's add-on for Gmail, you can add or type a signature. You can also draw a signature. pdfFiller lets you eSign your self-certification form individual account and other documents right from your email. In order to keep signed documents and your own signatures, you need to sign up for an account.

What is self-certification form individual account?

A self-certification form for an individual account is a document used by financial institutions to collect information about an account holder's tax residency status, often required under regulations such as the Common Reporting Standard (CRS) or the Foreign Account Tax Compliance Act (FATCA).

Who is required to file self-certification form individual account?

Individuals who hold an account with a financial institution that is required to comply with international tax regulations, typically including foreign nationals and residents of countries with tax agreements.

How to fill out self-certification form individual account?

To fill out a self-certification form, an individual must provide personal information such as name, address, date of birth, and tax identification number, along with the declaration of their tax residency status.

What is the purpose of self-certification form individual account?

The purpose of the self-certification form is to ensure the financial institution complies with tax regulations by verifying the account holder's tax residency and reporting the required information to tax authorities.

What information must be reported on self-certification form individual account?

The information that must be reported includes the individual's name, address, date of birth, taxpayer identification number, and confirmation of the individual's tax residency status.