FATCA & CRS Self-Certification Form (Mandatory)

If you invest with Franklin Templeton and live outside of Canada, you must complete a FATCA & CRS Self-Certification Form telling us which country they live in (and pay taxes to).

Please send the completed form to your advisor.

Choose the form that applies to you

• Individual and Joint Accounts

  RC518 - Declaration of tax residence for individuals

• Accounts Held by Entities (Trust, Partnerships or Corporate Accounts)

  RC519 - Declaration of tax residence for entities