Operational Information

Tax Forms to use - Poland

Tax | Poland

Reference

Service level
CBL
Last Updated
05.06.2024

The attached forms are for use in relation to Polish tax procedures via Clearstream.


PDF
Certificate of Tax Residence
26.11.2018
47540 KB
PDF
Credit Advice
26.11.2018
50687 KB
PDF
Statement A - RAS BO Declaration
15.03.2023
173331 KB
PDF
Statement B - RAS Supranational Declaration
15.03.2023
172938 KB
PDF
Statement C - RAS Declaration
15.03.2023
219691 KB
PDF
Statement D - Pension Fund Statement
15.03.2023
159257 KB
PDF
Statement E - Custodian Statement
15.03.2023
117881 KB
PDF
Statement F - Investment Fund Statement
15.03.2023
204069 KB
PDF
Declaration - Beneficial Owner Reclaim
30.12.2021
175686 KB
PDF
Letter of Request for the registration of an electronic certificate of residence
26.09.2025
127859 KB
PDF
Letter of Request to Clearstream for Reclaim of Polish Withholding Tax
26.09.2025
110564 KB
PDF
One-Time Certificate for Polish Debt Securities
26.09.2025
132960 KB
PDF
One-Time Certificate for Polish Equities
26.09.2025
144186 KB
PDF
One-Time Certificate for Polish EUR-denominated Mortgage Bonds
26.09.2025
135183 KB
PDF
One-Time Certificate for Polish T-Bonds
26.09.2025
121486 KB
PDF
Parent-Subsidiary Declaration - Dividends
17.06.2019
72696 KB
PDF
Parent-Subsidiary Declaration - Interest
17.06.2019
79829 KB
PDF
Power of Attorney - Omnibus Account
30.12.2021
216003 KB
application/msword
Power of Attorney - Purchase price for EUR denominated mortgage bonds (Annex C)
26.11.2018
25868 KB
application/msword
Power of Attorney from beneficial owner to Bank Handlowy for EUR denominated mortgage bonds (Anne...
26.11.2018
62464 KB
PDF
Proof of Final Distribution - Income
17.06.2019
68974 KB
PDF
Proof of Final Distribution - Redemption
17.06.2019
67578 KB
PDF
Standing Instruction for Domestic Debt Securities - Individual Beneficial Owner
16.10.2023
75479 KB