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CRS Individual Self-Certification Form (CRS-I)

Please read these instructions before completing this form

Why are we asking you to complete this form?

To help protect the integrity of tax systems, governments around the world are introducing a new information-gathering and

reporting requirement for financial institutions. This is known as the Common Reporting Standard (“the CRS”).

Under the CRS, we are required to determine where you are “tax resident” (this will usually be where you are liable to pay income

taxes by reason of residence in a jurisdiction). If you are tax resident outside the jurisdiction where your account is held we may

need to give our local tax authority this information, along with information relating to your accounts. That may then be shared

between different jurisdictions’ tax authorities.

Completing this form will ensure that we hold accurate and up to date information about your tax residency.

If your circumstances change and any of the information provided in this form becomes incorrect, please let us know immediately

and provide an updated self-certification.

Who should complete the CRS Individual Self-Certification Form?

Personal banking customers or sole traders should complete this form.

If you need to self-certify on behalf of an entity (which includes businesses, trusts and partnerships) complete an “CRS Entity

Self-Certification Form” (CRS-E). Similarly, if you are a controlling person of an entity, complete a “CRS Controlling Person

Self-Certification Form” (CRS-CP). You can find these forms at

For joint account holders, each individual will need to complete a copy of the form.

Even if you have already provided information in relation to the United States Government’s Foreign Account Tax Compliance

Act (“FATCA”), you may still need to provide additional information for the CRS as this is a separate regulation.

If you are completing this form on behalf of someone else, please ensure that you let them know that you have done so and tell

us in what capacity you are signing in Part 3. For example, you might be completing this form as a custodian or nominee of an

account, under a Power of Attorney or as a legal guardian on behalf of an account holder who is a minor.

Where to go for further information

If you have any questions about this form or these instructions please visit: , contact your

Relationship Manager, visit a branch or call us.

The ‘Organisation for Economic Co-operation and Development’ (OECD) has developed the rules to be used by all governments

participating in the CRS and these can be found on the OECD’s “Automatic Exchange of Information” (AEOI) website,

If you have any questions on how to define your tax residency status, please visit the OECD website,

or speak to your tax advisor as we are not allowed to give tax advice.

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Form Crs-I - Crs Individual Self-Certification