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How to use or fill out Overseas doc with our platform
- 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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