Operational Information
Tax Forms to use – Portugal – CEU
Tax | Portugal
Reference
Service level
CEU Legacy
Last Updated
14.03.2024
The attached forms are for use in relation to Portuguese tax procedures via Clearstream Europe AG (CEU).
PDF
Certificate of Residence - example
02.09.2020
48070 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
Master Instruction Portuguese Debt Securities - DL 193/2005 of November 7
26.09.2025
157982 KB
PDF
One-Time Certificate for Portuguese Equities
26.09.2025
172218 KB
XLS
Portuguese TIN (NIF) allocation or registration request
30.11.2023
49664 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
XLSX
Portuguese Tax Voucher Request
23.07.2024
18746 KB