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I chose the Professional Services Agreement by CommonPaper template. This is a well respected market standard PSA.
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Updated 17 October 2025
This document is a self-certification form for individuals to declare their tax residency status. It is used by financial institutions to comply with the OECD Common Reporting Standard (CRS) for the automatic exchange of financial account information. The form requires the Account Holder to provide personal details and Taxpayer Identification Numbers (TINs) for all countries where they are resident for tax purposes.