Kidsave Form

The Governor and Company of the Bank of Ireland (“the Bank”) and its subsidiaries, including Bank of Ireland (UK) plc, are required to report certain information about account holders who are United States (U.S.) citizens and/or who are tax residents in countries or territories outside the United Kingdom. This is in accordance with the Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS), specifically under Section 222 of the Finance Act 2013 and the International Tax Compliance Regulations 2015 (SI 2015/878).

Please complete the sections below and provide any additional information requested. In some circumstances, we may be required to share your account information with HM Revenue & Customs (‘HMRC’) who may then share it with tax authorities in other countries or territories. The information shared may include:

• your name, address, date of birth and in some circumstances your place of birth.
• country(ies)/territory(ies) of tax residence, US citizenship and tax identification number(s) (‘TINs’).
• your account number and account balance or value at the end of the reporting period.
• the type of account (e.g. depository account).
• gross amount paid or credited to the account (e.g. interest, dividends, redemption payments etc).
• whether the account is joint (and the number of joint holders).
• whether a valid self-certification is held.
• whether the account is new (opened on/after 1 January 2016) or pre-existing (opened before 1 January 2016).

This form is only used to request information where such a request is permitted under UK law. Please note: Bank of Ireland cannot provide tax advice. For any tax related questions or further information, please contact HMRC, your professional tax adviser or visit HMRC’s website. You must inform the Bank if any of the information you provide changes.

The Governor and Company of the Bank of Ireland (“the Bank”) and its subsidiaries, including Bank of Ireland (UK) plc, are required to report certain information about account holders who are United States (U.S.) citizens and/or who are tax residents in countries or territories outside the United Kingdom. This is in accordance with the Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS), specifically under Section 222 of the Finance Act 2013 and the International Tax Compliance Regulations 2015 (SI 2015/878).

Please complete the sections below and provide any additional information requested. In some circumstances, we may be required to share your account information with HM Revenue & Customs (‘HMRC’) who may then share it with tax authorities in other countries or territories. The information shared may include:

• your name, address, date of birth and in some circumstances your place of birth.
• country(ies)/territory(ies) of tax residence, US citizenship and tax identification number(s) (‘TINs’).
• your account number and account balance or value at the end of the reporting period.
• the type of account (e.g. depository account).
• gross amount paid or credited to the account (e.g. interest, dividends, redemption payments etc).
• whether the account is joint (and the number of joint holders).
• whether a valid self-certification is held.
• whether the account is new (opened on/after 1 January 2016) or pre-existing (opened before 1 January 2016).

This form is only used to request information where such a request is permitted under UK law. Please note: Bank of Ireland cannot provide tax advice. For any tax related questions or further information, please contact HMRC, your professional tax adviser or visit HMRC’s website. You must inform the Bank if any of the information you provide changes.