The Organization for Economic Cooperation and Development (OECD) has introduced a multilateral information exchange agreement similar to FATCA known as the Common Reporting Standard (CRS). As a part of Bank of America’s ongoing effort to comply with the tax regulations, we are asking you to complete the Common Reporting Standard (CRS) Self-Certification forms and return to us via email.
Below are links to the Common Reporting Standards (CRS) Self-Certification forms, as well as Hints & Tips on how to complete the requested tax documentation.
Please download the document, complete and return an electronic version to the email address you were provided in the notification you obtained from Bank of America.
CRS Form Types:
The CRS Hints & Tips document is for educational purposes only and is not intended, and should not be relied upon, as tax advice. The information contained within is accurate at time of publication.
Please consult your tax advisor with any questions you have in completing any requested documentation.