Operational Information
Tax Forms to use – Portugal – CBL
Tax | Portugal
Reference
Service level
CBL
Last Updated
30.01.2026
The attached forms are for use in relation to Portuguese tax procedures via Clearstream Banking S.A. (CBL).
Related Links
External Links
PDF
Certificate of Residence - example
02.09.2020
PDF
Credit Advice
24.10.2023
XLS
Individualised Securities Registration Report (ISRR)
09.02.2024
PDF
Letter of Request to Clearstream for Reclaim of Portuguese Withholding Tax
01.10.2025
PDF
One-Time Certificate for Portuguese Debt Securities - DL 193/2005 of November 7
30.01.2026
PDF
One-Time Certificate for Portuguese Equities
30.01.2026
PDF
One-Time Certificate for Portuguese Securitisation Bonds
30.01.2026
XLSX
Portuguese TIN (NIF) allocation or registration request
15.01.2026
XLS
Position Breakdown Report
26.11.2018
PDF
Power of Attorney
26.11.2018
PDF
Procuração Para Efeitos De Acompanhamento De Processos De Reclamação De Imposto / Power of Attorney for Tax Reclaim Processes Follow-up (English version for information only)
26.09.2025
PDF
Self-Declaration for Tax Exemption/Reduced Rates on Portuguese Bonds and Equities Beneficial Owner Resident in Portugal
30.01.2026
PDF
Self-Declaration for Tax Exemption/Reduced Rates on Portuguese Bonds and Equities Beneficial Owner Not Resident in Portugal
30.01.2026
PDF
Statement for Funds
02.09.2020
PDF
Statement for Swiss Pension Funds
02.09.2020