This is a self-certification form provided by an account holder to a reporting financial institution for the purpose of automatic exchange of financial account information. The data collected may be transmitted by the reporting financial institution to Inland Revenue for transfer to the tax authority of another jurisdiction. This form is intended to request information consistent with New Zealand Tax law.
An account holder should report all changes in his/her tax residency status to the reporting financial institution.
Unity does not provide tax advice. Please contact a specific tax adviser if you require guidance regarding how to determine your tax status.