Operational Information

Tax Forms to use – Canada

Tax | Canada

Reference

Service level
CBL
Last Updated
30.01.2026

The linked and attached forms are for use in relation to Canadian tax procedures via Clearstream.

PDF
One-Time Certificate – Canadian Equities and Trust Instruments – Client Assets
30.01.2026
PDF
One-Time Certificate – Canadian Equities and Trust Instruments – Own Assets
30.01.2026
PDF
One-Time Certificate – Canadian Equities and Trust Instruments – Swiss Intermediary
30.01.2026
PDF
List of Beneficial Owners - Canadian Securities
01.10.2025
PDF
Request for Refund from the Canada Revenue Agency
30.05.2022
PDF
Beneficial Ownership Affidavit with Registered Ownership
24.10.2023
PDF
Letter of Request to Clearstream for Reclaim of Canadian Withholding Tax
01.10.2025