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Self certification form 2026

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The document is an Individual Self-Certification Form for FATCA and CRS compliance, requiring account holders to provide personal and tax-related information for reporting to Luxembourg and foreign tax authorities. It includes instructions for completing the form, declarations of U.S. citizenship or tax residence, and a glossary of relevant terms. The form must be filled out accurately, with mandatory fields indicated, and any changes in circumstances must be reported within 30 days.

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Click ‘Get Form’ to open the self certification form in our editor.
Begin with Section 1, where you will provide your Account Holder Identification. Fill in your name, residential address, and place of birth. Ensure all mandatory fields marked with an asterisk (*) are completed.
Move to Section 2 for the FATCA Declaration. Select either (a) confirming U.S. citizenship or residence and provide your U.S. Taxpayer Identifying Number, or (b) confirm that you are not a U.S. citizen or resident.
In Section 3, indicate your country of Tax Residence and provide the corresponding Tax ID Number(s). If you do not have a TIN, specify the reason for its non-availability.
Finally, complete Section 4 by signing and dating the form. If applicable, indicate your capacity if signing on behalf of another account holder.

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