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Tax advice
We recommend you contact a professional and independent tax advisor to discuss your personal tax situation, to help you understand the international regulations and ensure you comply with them.
We can’t help you decide your tax status or guide you with filling in forms, as Ulster Bank does not offer tax advice, we can however offer guidance on the terms in the forms.
Tax identification numbers (TIN)
An overview of the use and validity of tax identification numbers (TINs) and their functional equivalents.
Helpful documents
We’ve gathered some documents you might find helpful. You can look at them here or download them to read when it’s convenient.
Helpful documents for individuals
We’ve gathered some documents you might find helpful. You can look at them here or download them to read when it’s convenient.
Helpful documents for entities
We’ve gathered some documents you might find helpful. You can look at them here or download them to read when it’s convenient.
- Entity classification short form glossary (PDF, 253 KB)
- Tax status declaration form - entity (PDF, 138 KB)
- Glossary for entities (PDF, 138 KB)
- CRS active decision tree (PDF, 203 KB)
- CRS active decision tree glossary (PDF, 33 KB)
- FATCA active decision tree (PDF, 207 KB)
- FATCA active decision tree glossary (PDF, 41 KB)
Need to call us?
We're here to help, but please be aware that Ulster Bank cannot offer any tax advice. We recommend you contact a professional and independent tax advisor to discuss your personal tax situation.
Telephone: 0208 242 9447
Relay UK Number: 18001 0208 242 9447
8am-6pm Monday-Friday (excl. public holidays).
Calls may be recorded.