Entering your tax residency details is quick and easy for both Australian and foreign tax residents. Read our helpful guide to learn how. For more information, learn why we collect your tax information.
Important: If you have received a written request from NAB or nabtrade to complete a form, please email the form to the email address provided on your email/letter and quote the reference number.
If you haven’t received an email or letter from NAB or nabtrade, please download and complete the relevant Tax Status Declaration form as per below and email the completed form to forms@nabtrade.com.au
When completing the form, a Taxpayer Identification Number (TIN) must always be provided unless you/your entity meets one of the below exemptions (Reason codes).
Incorrect use of the ‘Reason codes’ would mean that the tax residency details can’t be updated for you/your entity and may lead to transactions being suspended on your account(s).
If you were previously a U.S. resident or U.S. citizen and you are now no longer claiming U.S. tax residency, please fill out the form below as we may require some additional information.