Tax Migration Assessment

Please complete the below information so that we can better understand your tax position

Full name(s)*

Surname*

*Phone number*

Phone number

Mobile number*

e.g. 82 555 9999

Email*

Email

County of birth?*

Country you currently reside in?*

How long have you been a non-resident of South Africa?*

Do you intend to permanently remain abroad?*

Do you have a valid foreign passport?*

Please specify your passport number*

Where did you hear about us?*

*Please specify/tell us their name*

Tax Identification Details

List all countries where you are registered for tax purposes and provide your Tax Identification Number (TIN)

1. Country where you are tax registered

1. Country where you are tax registered

SARS income tax number

SARS income tax number

*I don't have a SARS tax number or I don't know what it is*

Choose option:

2. Country where you are tax registered

2. Country where you are tax registered

Tax Identification Number (TIN)

Tax Identification Number (TIN)

* I don't have a TIN or I don't know what it is*

Choose option:

3. Country where you are tax registered

3. Country where you are tax registered

Tax Identification Number (TIN)

Tax Identification Number (TIN)

* I don't have a TIN or I don't know what it is*

Choose option:

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Do you have a retirement annuity (RA), provident and/or pension fund in South Africa?*

*If you wish to withdraw it please give an estimated value of your RA, provident and/or pension fund(s)?**

Specify estimated size of the RA/Provident/Pension fund

Do you own assets in South Africa; to include shares, trusts, properties, policies and bank accounts?*

*Estimated value of your assets in South Africa?*

Click to download Assets and Liabiltiies form template - Local

Click to download Assets and Liabiltiies form template - Foreign

Upload your Assets and Liabiltiies form(s)

Drop files here or

Max. file size: 20 MB, Max. files: 4.

Do you have a South African bar coded ID?*

Enter you South African ID number*

The details and information provided are true and correct to the best of my knowledge I have the full capacity and authority to enter into transactions with MyTax and declare to the best of my knowledge the information provided is accurate and correct. I have complied with all applicable legislation and regulations governing my activities including any anti-money laundering legislation and SARB exchange control regulations.

Name

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