Operational Information
Tax Forms to use – Portugal – CBL
Tax | Portugal
Reference
Service level
CBL
Last Updated
14.03.2024
The attached forms are for use in relation to Portuguese tax procedures via Clearstream Banking S.A. (CBL).
PDF
Certificate of Residence - example
02.09.2020
48070 KB
PDF
Credit Advice
24.10.2023
66044 KB
XLS
Individualised Securities Registration Report (ISRR)
09.02.2024
104960 KB
PDF
Letter of Request to Clearstream for Reclaim of Portuguese Withholding Tax
01.10.2025
125314 KB
PDF
One-Time Certificate for Portuguese Debt Securities - DL 193/2005 of November 7
24.10.2023
366217 KB
PDF
One-Time Certificate for Portuguese Equities
26.09.2025
172218 KB
PDF
One-Time Certificate for Portuguese Securitisation Bonds
26.09.2025
114723 KB
XLS
Portuguese TIN (NIF) allocation or registration request
30.11.2023
49664 KB
XLS
Position Breakdown Report
26.11.2018
17408 KB
PDF
Power of Attorney
26.11.2018
58419 KB
PDF
Procuração Para Efeitos De Acompanhamento De Processos De Reclamação De Imposto / Power of Attorn...
26.09.2025
172614 KB
PDF
Self-Declaration for Tax Exemption/Reduced Rates on Portuguese Bonds and Equities Beneficial Owne...
26.09.2025
146539 KB
PDF
Self-Declaration for Tax Exemption/Reduced Rates on Portuguese Bonds and Equities Beneficial Owne...
26.09.2025
116281 KB
PDF
Statement for Funds
02.09.2020
29447 KB
PDF
Statement for Swiss Pension Funds
02.09.2020
31083 KB