Overseas doc 2026

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The document is an Individual Self-Certification Form for tax compliance, designed to collect information about account holders' tax residency and citizenship status. It outlines the requirements for providing tax identification numbers (TINs), the implications of dual residency, and the necessity of sharing this information with relevant tax authorities. The form must be completed accurately by the beneficial owner or their representative, and it includes sections for customer identification, tax residency details, and authorizations regarding data sharing with tax authorities.

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Click ‘Get Form’ to open the Overseas doc in the editor.
Begin with Part 1 – Customer Identification. Fill in the Name of Account Holder, including Family Name, First Name, and Middle Name(s). Ensure you provide a complete Permanent Residential Address without using a P.O. box.
Continue by entering your Date of Birth and Place of Birth. If applicable, complete the Mailing Address section only if it differs from your Permanent Residential Address.
Move to Part 2 – Tax Residency/Citizenship Information. List all countries where you are a tax resident and provide your Tax Identification Number (TIN) for each country. If no TIN is available, explain why in the designated box.
In Part 3 – Authorisations and Undertakings, read through the statements carefully. Sign and date the form at the bottom to confirm that all information is accurate.

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