FATCA CRS Entity Self-Certification Form 2026

1. Click ‘Get Form’ to open the FATCA CRS Entity Self-Certification Form in the editor.
2. Begin with Part 1, where you will enter the legal name of the entity, country of incorporation, business registration number, and registered address. Ensure all fields are accurately filled to avoid delays.
3. In Part 2, indicate the jurisdiction of residence and provide the Taxpayer Identification Number (TIN) for each jurisdiction. If a TIN is unavailable, select the appropriate reason from the provided options.
4. Proceed to Part 3 to specify your FATCA status. Indicate whether your entity is a Participating Foreign Financial Institution or a Non-Participating Foreign Financial Institution by checking the relevant box.
5. Complete Part 4 by selecting your Non-Financial Entity (NFE) status. Choose from options such as Active Business or Charity/Non-Profit Organisation based on your entity's classification.
6. In Part 5, list all Controlling Persons of the Account Holder. Ensure that you complete any additional required forms for each controlling person as necessary.
7. Finally, review all information for accuracy before signing in the Declaration and Signature section. Make sure to include your name, date, and capacity in which you are signing.

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