Automate CRS declaration form on monday.com

A CRS declaration form captures account holder name, country of tax residence — required whenever financial services and banking needs a complete, signed record on file. GetSign sends, fills, and syncs it from monday.com, with the signed copy attached to your board automatically.

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What is the CRS declaration form on monday.com?

Most teams handle this over email. They send a PDF, Account holders at financial institutions fills it manually, sends it back, someone re-enters the data into their system, and the file gets buried in a folder. GetSign replaces that entire process inside monday.com.

How It Works

How GetSign handles the CRS declaration form.

GetSign is a monday.com-native document app. Upload your CRS declaration form PDF once and GetSign auto-detects every field — account holder name, country of tax residence, TIN for each jurisdiction, entity type, controlling person details if applicable, certifying signature. No manual field setup.

Auto-detect every
field, instantly.

GetSign auto-detects every field in the CRS declaration form PDF the moment you upload it. No manual setup, no dragging and dropping — every field, including account holder name, country of tax residence, TIN for each jurisdiction, entity type, controlling person details if applicable, certifying signature , is identified instantly.

Pre-fill from your board, automatically.

If you already have the recipient’s name, company, or
contact details on your board, GetSign populates those
fields before sending. The recipient only fills what you do
not already know.

A clean guided interface, not a raw PDF.

Recipients see one field at a time in a simple step-by-step
flow. No scrolling through pages, no missed fields — and
higher completion rates every time.

Setup

How to collect the CRS declaration form in monday.com.

No API setup. No third-party integrations. Everything happens inside monday.com.

Upload your CRS declaration form PDF

Add it once — GetSign auto- detects all fields immediately.

Map board columns to fields

Name, email, company — pre-filled on every send.

Trigger it from your board

Manually, or via a monday.com automation on status change.

Account holders at financial institutionsfill & sign

In their browser — no account no app to download.

Data syncs back to your board

Columns update and the signed PDF attaches immediately.

Who it's for

Who uses GetSign for the CRS declaration form ?

Compliance officer, onboarding team use GetSign to send the CRS declaration form to Account holders at financial institutions directly from their monday.com board. Compliance or onboarding teams send the CRS declaration form to new and existing clients from the client onboarding board item in monday.com, collecting signed tax residency declarations, and routing multi-jurisdiction accounts to the CRS reporting workflow automatically.

Sends the form

Contractor

Work straight from the board — one click sends
the form, pre-filled with what you already know.

Fills & signs

Employee

Open the link in any browser and complete a clean, guided form —
one question at a time. No login, no app.

Related forms

Related forms on monday.com.

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FAQ

Frequently asked questions about the CRS declaration form on monday.com.

Can GetSign automatically detect fields in the CRS declaration form ?

Yes. GetSign automatically detects fields in the CRS declaration form. Upload the PDF once and GetSign automatically identifies fillable fields throughout the document. Text inputs, dropdowns, dates, checkboxes, signatures, and other supported fields are detected without requiring manual setup. Once detected, those fields can be mapped to monday.com data and used with GetSign Form Filler.

Can GetSign Form Filler populate the CRS declaration form with data from monday.com?

Yes. After GetSign automatically detects the fields in your CRS declaration form, GetSign Form Filler can populate those fields using data already stored in your monday.com board. Information such as names, emails, company details, reference numbers, and other mapped values can be inserted automatically before the form is sent. This reduces repetitive data entry, improves accuracy, and helps teams generate completed forms faster.

Can I convert an existing CRS declaration form PDF into a digital form?

Yes. GetSign allows teams to upload existing PDF CRS declaration form and transform them into interactive digital experiences. Instead of printing, scanning, or editing PDFs manually, recipients can complete the form through a guided online workflow.

Do Account holders at financial institutions need a monday.com account to complete the form?

No. Account holders at financial institutions receive a secure link and can complete the form directly in their browser. They do not need access to your monday.com workspace, a monday.com license, or a separate GetSign account.

Can the CRS declaration form be sent automatically on monday.com?

Yes. GetSign supports monday.com automations for CRS declaration form that can generate and send forms based on workflow events. This helps teams eliminate repetitive manual tasks and ensure documents are sent at the right stage of a process.

Can I track the status of a CRS declaration form after sending it on monday.com?

Yes. GetSign provides visibility into the document lifecycle, allowing teams to see when the CRS declaration form has been sent, opened, completed, or signed. This makes it easier to follow up and keep processes moving forward.

Can the CRS declaration form collect legally binding electronic signatures on monday.com?

Yes. GetSign supports legally binding electronic signatures and maintains an audit trail for completed CRS declaration form. Teams can collect approvals, acknowledgements, and signatures without requiring recipients to print or scan paperwork.

Start automating your CRS declaration form workflow today on monday.com

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