Main Menu

Tax Forms to use - Portugal - CBF

10.05.2022

The attached forms are for use in relation to Portuguese tax procedures via Clearstream Banking AG (CBF).

Related Links

Market Profile - Portugal

External Links

Mod. 21-RFI
Mod. 25-RFI

Attachments

Master Instruction Portuguese Debt Securities - DL 193/2005 of November 7 ( 126 kb, pdf )
Portuguese TIN (NIF) allocation or registration request ( 45 kb, vnd.ms-excel )
One-Time Certificate for Portuguese Equities ( 415 kb, pdf )
Certificate of Residence - example ( 47 kb, pdf )
Self-Declaration for Tax Exemption/Reduced Rates on Portuguese Bonds and Equities Beneficial Owner Resident in Portugal ( 164 kb, pdf )
Self-Declaration for Tax Exemption/Reduced Rates on Portuguese Bonds and Equities Beneficial Owner Not Resident in Portugal ( 133 kb, pdf )
Statement for Funds ( 29 kb, pdf )
Statement for Swiss Pension Funds ( 30 kb, pdf )
Power of Attorney ( 57 kb, pdf )