Tax Forms to use - Portugal
21.12.2015
The attached forms are for use in relation to Portuguese tax procedures via Clearstream.
- Market Taxation Guide - Portugal
- Market Link Guide - Portugal
- Market Profile - Portugal
Related Links
- BO Upload
- Mod. 21-RFI
- Mod. 22-RFI
- Mod. 25-RFI
External Links
Attachments
- One-Time Certificate for Portuguese Debt Securities - DL 193/2005 amended by Law 83/2013 (51 kb, pdf)
- Position Breakdown Report (17 kb, vnd.ms-excel)
- Tax Identification Number (TIN) Request (36 kb, vnd.ms-excel)
- Individualised Securities Registration Report (ISRR) (61 kb, vnd.ms-excel)
- Statement of Beneficial Ownership for Exempt Beneficiaries of Equities Not Resident in Portugal (58 kb, pdf)
- Statement of Beneficial Ownership for Exempt Beneficiaries of Equities Resident in Portugal (40 kb, pdf)
- Letter of Request to Clearstream Banking for Reclaim of Portuguese Withholding Tax (38 kb, pdf)
- Portuguese Domestic Debt Securities - Standing Instruction for Foreign Central Banks and Governmental Organisations (58 kb, pdf)
- Standing Instruction for Domestic Debt Securities Supranational / International Organisations (58 kb, pdf)
- Credit Advice (41 kb, pdf)
- Power of Attorney (57 kb, pdf)
- Power of Attorney for Tax Reclaim Processes Follow-up (40 kb, pdf)
- Power of Attorney for Tax Reclaim Processes Follow-up (Notes in English, for information only) (50 kb, pdf)
- Statement for Funds (29 kb, pdf)
- Statement for Swiss Pension Funds (30 kb, pdf)
- Completing Mod. 21-RFI (1,779 kb, pdf)
- Completing Mod. 25-RFI (1,096 kb, pdf)