Tax residency details

Keep tax residency information on your account up to date

We may ask for tax residency details as part of opening and maintaining an account. Accurate information helps avoid delays when you send or receive payments.

Tell us when your tax residency, tax identification numbers, or controlling person details change. Entity and trust accounts often need additional classifications and controlling person forms.

Keep records aligned with updating account information. Privacy handling is described under data protection and privacy.

Self-certification forms collect residency, tax identifiers, and entity classifications.
Controlling persons of certain entities must also be documented.
Out-of-date forms can delay onboarding, payments, or account maintenance.
Use Support to submit updated details through a verified channel.
Do not share login credentials or one-time codes when sending documents.

Additional tax residency information

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