If you are not considered a US person for tax purposes, and do not have an international tax ID or address, contact support for help.

To update your legal name or correct the spelling, you need to send a request to us with the following information:

• A photo of the legal name change document
• An updated photo ID with your legal name

We will send you a form to sign to confirm the request. After we get a request with the required information, we will update your name in our system. We may also request additional information.

The Common Reporting Standard (CRS) and the Crypto-Asset Reporting Framework (CARF) are global tax transparency initiatives developed by the Organization for Economic Cooperation and Development (OECD) aimed at enhancing the automatic exchange of financial information. CRS was originally implemented in 2016 covering traditional financial accounts and securities, but was recently expanded to encompass digital finance and assets. CARF is being introduced for 2026 to specifically address the information reporting needs resulting from the rise of crypto-assets.

When completing the certification, you'll be asked to provide:

• Name
• Country of Citizenship
• Residence address
• Place of birth
• Date of birth
• Taxpayer Identification Number/Numbers (TIN)
• Tax Residence Country/Countries

On an annual basis, Robinhood Canada is required to share both customer and account information to the governing tax authority in Canada (Canada Revenue Agency or CRA).

• For both CRS and CARF purposes, all customer information collected in the tax recertification process will be shared
• For CRS, aggregate reporting of annual account balances will be shared
• For CARF, transaction level reporting for annual account activity will be shared

Depending on your tax residency, the CRA may share this information with the tax authorities in other jurisdictions applicable to you.

Based on the activity in your account, you may be subject to reporting for CRS, CARF, or both. An example of information reported for CRS would be the total miscellaneous income paid in the tax year. An example of CARF reporting would be the buy or sell transactions for a given crypto, such as Bitcoin. Starting with the 2027 tax year, both CRS and CARF reporting will be required.