Discover key information and tools to support the effective implementation of the AEOI Standard, including jurisdiction-specific details on the Common Reporting Standard (CRS), Tax Identification Numbers (TINs), and tax residency rules.
Global Forum on Transparency and Exchange of Information for Tax Purposes

Automatic Exchange of Information (AEOI) Implementation Portal
Sample self-certification forms
The Business and Industry Advisory Committee to the OECD (BIAC) has drafted the following self-certification forms and has requested the OECD to make these forms available on the AEOI Portal to assist with the implementation of the CRS. The OECD has not approved the forms and neither the OECD nor BIAC regard them as mandatory or as best practice documents. They serve only to illustrate how financial institutions may consider requesting customer information from their account holders. Financial institutions should consult their advisers to ensure their CRS-related operations, including the self-certification forms collected from accountholders, comply with all applicable national laws. BIAC is an independent international business association devoted to giving the OECD business perspectives on a broad range of global policy issues.