Announcement

U.S.A.: Deadline for 2019 U.S. withholding tax reclaims

Tax | USA

Reference

Code
A19138
Service level
CBL
Last Updated
11.11.2019

TAX HELP DESK LUXEMBOURG

E:

tax@clearstream.com

T:

+352-243-3 2835

F:

+352-243-63 2835

Clearstream Banking1 will accept customer applications for reclaim of tax withheld on U.S. source dividends and interests paid in 2019 until

2 January 2020

Clearstream Banking will reject any reclaim application received after this deadline and will direct the customer to apply for the reclaim directly to the U.S. Internal Revenue Service (IRS).

Customers are reminded that:

  • Tax refunds will be processed in the order received and only when there are sufficient funds in Clearstream Banking internal tax account.
  • Tax refunds on U.S. taxable dividends and interests paid from 1 January to 30 September 2019 are subject to an extra fee since 31 October 2019. For further information, please refer to Announcement A18178.

How to instruct

Withholding tax reclaim applications should be sent to Clearstream Banking via SWIFT MT565, MT599 or MT568.

Further information

For further information, customers may contact the Clearstream Banking Tax Help Desk, Clearstream Banking Client Services or their Relationship Officer.

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1. Clearstream Banking refers collectively to Clearstream Banking S.A., registered office at 42, avenue John F. Kennedy, L-1855 Luxembourg, and registered with the Luxembourg Trade and Companies Register under number B-9248, and Clearstream Banking AG (for Clearstream Banking AG customers using Creation Accounts), registered office at 61, Mergenthalerallee, 65760 Eschborn, Germany and registered in Register B of the Amtsgericht Frankfurt am Main, Germany under number HRB 7500.