Tax Forms to use – Portugal – CEU
14.03.2024
The attached forms are for use in relation to Portuguese tax procedures via Clearstream Europe AG (CEU).
- Market Profile - Portugal
Related Links
- Mod. 21-RFI
- Mod. 22-RFI
- Mod. 25-RFI
- Mod. 26-RFI
External Links
Attachments
- Certificate of Residence - example ( 47 kb, pdf )
- Individualised Securities Registration Report (ISRR) ( 102 kb, vnd.ms-excel )
- Letter of Request to Clearstream for Reclaim of Portuguese Withholding Tax ( 98 kb, pdf )
- Master Instruction Portuguese Debt Securities - DL 193/2005 of November 7 ( 154 kb, pdf )
- One-Time Certificate for Portuguese Equities ( 168 kb, pdf )
- Portuguese TIN (NIF) allocation or registration request ( 48 kb, vnd.ms-excel )
- Power of Attorney ( 57 kb, pdf )
- Procuração Para Efeitos De Acompanhamento De Processos De Reclamação De Imposto / Power of Attorney for Tax Reclaim Processes Follow-up (English version for information only) ( 169 kb, pdf )
- Self-Declaration for Tax Exemption/Reduced Rates on Portuguese Bonds and Equities Beneficial Owner Resident in Portugal ( 143 kb, pdf )
- Self-Declaration for Tax Exemption/Reduced Rates on Portuguese Bonds and Equities Beneficial Owner Not Resident in Portugal ( 114 kb, pdf )
- Statement for Funds ( 29 kb, pdf )
- Statement for Swiss Pension Funds ( 30 kb, pdf )
- Portuguese Tax Voucher Request ( 18 kb, vnd.openxmlformats-officedocument.spreadsheetml.sheet )