Moving to New Zealand? - ANZ Bank New Zealand Ltd€¦ · If you’re planning to study in New...

3
If you’re planning to study in New Zealand, or make it your new home, we can help with your banking needs. anz.co.nz ANZ Bank New Zealand Limited 06/14 16799 Moving to New Zealand? ANZ CAN HELP GET YOUR BANKING SORTED

Transcript of Moving to New Zealand? - ANZ Bank New Zealand Ltd€¦ · If you’re planning to study in New...

Page 1: Moving to New Zealand? - ANZ Bank New Zealand Ltd€¦ · If you’re planning to study in New Zealand, or make it your new home, we can help with your banking needs. anz.co.nz ANZ

If you’re planning to study in New Zealand, or make it your new home, we can help with

your banking needs.

anz.co.nz

AN

Z Bank New

Zealand Limited 06/14 16799

Moving to New Zealand?ANZ CAN HELP GET YOUR BANKING SORTED

Page 2: Moving to New Zealand? - ANZ Bank New Zealand Ltd€¦ · If you’re planning to study in New Zealand, or make it your new home, we can help with your banking needs. anz.co.nz ANZ

Why ANZ? So what’s the next step?

In one way or another, ANZ New Zealand touches the lives of almost every New Zealander.

We’re a subsidiary of Australia and New Zealand Banking Group Limited, which is among the best rated banks in the world – with an ‘AA-’ credit rating from international ratings agency Standard & Poor’s.

Friendly staff in all our branches nationwide.

Over 700 ATMs throughout New Zealand – easy and convenient access to your money when and where you need it.

Phone help line, where staff speak over 20 languages.

24/7 access to internet, phone and mobile phone banking, so you can check your balance any time day or night and keep track of your money.

Whether you’re looking at New Zealand for study, work or making it your new home, we have a dedicated International and Migrant Banking (IMB) team that can help set you up with your banking needs. Simply complete the enquiry form overleaf and either:

Email: [email protected]

Fax: + 64 9 355 5749 or

Post to:

ANZ (NZ) International and Migrant BankingPO Box 18Shortland StreetAuckland 1140New Zealand

Call us on +64 9 634 5940*

Visit anz.co.nz/movetonz Email the team at [email protected]

We look forward to seeing you soon.

Questions? We’ll be happy to answer them.

Enquiry Form (New Zealand)

INDIVIDUAL DETAILS

Name (as per your passport)

Date of Birth Gender

Arrival Date

CURRENT DETAILS

Resident Address

Address Valid Until

Phone

Email Address

Are you a US resident for tax purposes or a US citizen? Please tick: Yes No

CUSTOMER AUTHORITY/DECLARATION

Please tick: I confirm I would like more information about what

ANZ in New Zealand can offer me I consent to receiving information from ANZ in New Zealand

about its products and services I confirm the above information provided in this

enquiry form is correct.

Enquiry:

Signature of Enquirer

Date

The information that you provide to ANZ will be held securely by ANZ and will be used for the purposes of providing you with more information about our products and services. You may have access and correct this information under the Privacy Act 1993. ANZ Bank New Zealand Limited 06/14 16799* Toll call charges do apply.

ANZ in New Zealand is ANZ Bank New Zealand Limited, a registered bank under the Reserve Bank of New Zealand Act 1989. A copy of our Reserve Bank Disclosure Statement is available at anz.co.nz

Page 3: Moving to New Zealand? - ANZ Bank New Zealand Ltd€¦ · If you’re planning to study in New Zealand, or make it your new home, we can help with your banking needs. anz.co.nz ANZ

TAX RESIDENCY AND FOREIGN TAX INFORMATION INDIVIDUAL SELF-CERTIFICATION

ANZ Bank New Zealand Limited 06/17 19567

Under New Zealand law, ANZ must collect a self-certification from you about your tax residency status. ANZ must provide your information (even if you refuse to give information or a declaration) to Inland Revenue, who may share that information with overseas tax authorities under international agreements.

You must complete this self-certification form and return it to ANZ if you’re an individual (including sole traders) with an ANZ account. Where two or more individuals jointly hold an ANZ account, each individual must complete a separate self-certification.

If you are unsure how to complete this form or do not understand the consequences of not providing the correct information, please seek advice from a tax professional, lawyer, or other adviser before you complete this form. For more information about why you need to complete this form, see www.anz.com/aeoi or www.ird.govt.nz/infoshare.

SECTION 3. DECLARATION

I have the authority to provide the information in this self-certification form, which is true and complete. I understand that not giving information or giving false information could be serious under New Zealand law. I understand ANZ may need extra information from me about my tax residency status, and I will provide any extra information ANZ requests. I will also contact ANZ if any information I’ve given changes.

Signature

Name (Please print first and last name)

Date D D M M 2 0 Y Y

SECTION 1. ACCOUNT HOLDER DETAILS

Full name

First name(s)

Surname

Date of birth D D M M Y Y Y Y

Country of birth

Customer number (if known)

Residential address (do not provide a PO Box or in-care-of address)

Address

City/town

Province/state

Postal code/zip code

Country

SECTION 2. ACCOUNT HOLDER TAX RESIDENCE(S)

I confirm:

I am only a tax resident in New Zealand (go to section 3). OR I am a tax resident of one or more countries other than New Zealand and I have listed all these below.

(Please note, United States of America Citizens are considered to be tax residents of the United States of America).

Country of tax residence 1 Country of tax residence 2 Country of tax residence 3

List all countries of tax residence(other than New Zealand)

List Tax Identification Number (TIN)(or country equivalent)

OR Reason if TIN is not provided A – Country doesn’t issue TIN

B – Country doesn’t require TIN collection

C – Applied for TIN, and will provide soon

Z – Cannot obtain TIN (explain below)

A – Country doesn’t issue TIN

B – Country doesn’t require TIN collection

C – Applied for TIN, and will provide soon

Z – Cannot obtain TIN (explain below)

A – Country doesn’t issue TIN

B – Country doesn’t require TIN collection

C – Applied for TIN, and will provide soon

Z – Cannot obtain TIN (explain below)

AND If Reason Z, explanation for not being able to obtain TIN

We take your privacy seriously and understand the need to keep your information confidential and secure. You can access or correct information we have about you – we may charge you a fee for access. We can also collect, use, and disclose information about you. We do this, among other things, to manage accounts, products, or services we offer or to comply with laws. Talk to us if you need more information about our full rights to collect, use, and disclose information about you.