Operational Information
Tax Forms to use – Canada
Tax | Canada
Reference
Service level
CBL
Last Updated
04.01.2024
The linked and attached forms are for use in relation to Canadian tax procedures via Clearstream.
PDF
One-Time Certificate – Canadian Equities and Trust Instruments – Client Assets
01.10.2025
161715 KB
PDF
One-Time Certificate – Canadian Equities and Trust Instruments – Own Assets
01.10.2025
127753 KB
PDF
One-Time Certificate – Canadian Equities and Trust Instruments – Swiss Intermediary
01.10.2025
139803 KB
PDF
List of Beneficial Owners - Canadian Securities
01.10.2025
145845 KB
PDF
Request for Refund from the Canada Revenue Agency
30.05.2022
182495 KB
PDF
Beneficial Ownership Affidavit with Registered Ownership
24.10.2023
154199 KB
PDF
Letter of Request to Clearstream for Reclaim of Canadian Withholding Tax
01.10.2025
131686 KB