Operational Information
Tax Forms to use - Italy
Tax | Italy
Reference
Service level
6-series account | CBL
Last Updated
30.01.2026
The attached forms are for use in relation to Italian tax procedures via Clearstream.
Related Links
Further Italy Tax information
Market Taxation Guide - ItalyGeneral information - types of securities, deadlines, other market specifics - ItalyBeneficial owners eligible for tax exemption - Italian debt securitiesBeneficial owners recognised for tax purposes in Italy - Italian equitiesDebt securities - rates, eligibility, availability of relief etc. - ItalyOverall process for tax calculation/exemption from withholding tax - Italian debt securitiesRelief at source - eligibility, documentation, deadlines - Italian debt securitiesStandard refund - eligibility, documentation, deadlines - Italian debt securitiesEquities - rates, eligibility, availability of relief etc. - ItalyRelief at source - eligibility, documentation, deadlines - Italian equitiesQuick refund - eligibility, documentation, deadlines - Italian equitiesStandard refund - eligibility, documentation, deadlines - Italian equitiesEquities – Double Taxation Treaties concluded by Italy and currently in forceForm descriptions - Italian debt securitiesForm descriptions – Relief at source – Italian debt securitiesForm descriptions - Standard refund - Italian debt securitiesForm descriptions - Italian equitiesForm descriptions - Standard refund - Italian equitiesForm descriptions - Quick refund - Italian equitiesForm descriptions - Relief at source - Italian equitiesTax Forms to use - Italy
PDF
Master Instruction
30.01.2026
PDF
One-Time Certificate for Italian Equities
30.01.2026
PDF
One-Time Certificate for Italian securities - CEU clients
30.01.2026
PDF
One-Time Master Instruction/Dividends at Source (OTMI)
01.10.2025
PDF
Letter of Indemnity from an Italian Client - Italian Bonds
30.01.2026
PDF
Letter of Indemnity from a Non-Italian Client – Italian Bonds
30.01.2026
PDF
Letter of Indemnity from an Italian Beneficial Owner - Italian Bonds
30.01.2026
PDF
Letter of Indemnity from an Italian Bank – Italian bonds
30.01.2026
PDF
Letter of Indemnity from an Italian Company – Italian Bonds
30.01.2026
PDF
Letter of Indemnity from an Italian Fiduciary Company – Italian bonds
30.01.2026
PDF
Domanda di Rimborso / Refund Claim (must be printed in A3)
26.11.2018
PDF
Mod. 111 - Statement of the Fiscal Authority (must be printed in A3)
26.11.2018
PDF
Self Certification
26.11.2018
PDF
Self Certification for central banks and supranational organisations
26.04.2022
PDF
Side Declaration
30.05.2022
PDF
Self-certification for exemption of EU/EEA collective investment vehicles
31.03.2021
PDF
Certificate of Residence
28.05.2019
PDF
Power of Attorney
26.11.2018
PDF
Power of Attorney from the Final Beneficial Owner to Clearstream Banking
26.11.2018
PDF
Letter of Request to Clearstream for Reclaim of Italian Withholding Tax
01.10.2025
PDF
Report of Internal Transfers of Beneficial Ownership
01.10.2025
PDF
Report of Beneficial Ownership for Change of Account Status
01.10.2025