Non-Resident Tax Forms

This page is designed to help you meet your obligations to FATCA and CRS—and to help you minimize withholding taxes for clients who reside outside of Canada.

Non-Resident Tax Forms (Optional)

Send us the applicable form to help your clients reduce withholding tax on withdrawals and distributions.


FATCA & CRS Self-Certification Form (Mandatory)

Every non-resident account must have a FATCA & CRS Self-Certification Form stating which country your clients reside in for tax purposes.

These forms allow you to meet your obligations to FATCA and CRS.

What is FATCA?

The Foreign Account Tax Compliance Act (FATCA) requires non-U.S. financial institutions to report accounts held by U.S. persons to the Internal Revenue Service (IRS).

What is CRS?

The Common Reporting Standard (CRS) requires financial institutions to report details of all non-registered, foreign-held accounts to the tax authorities in the investor’s country of residence. It was introduced to help governments around the world combat tax evasion and protect the integrity of tax systems.