Tax Forms to use – Portugal – CEU

Certificate of Residence - example

Individualised Securities Registration Report (ISRR)

Letter of Request to Clearstream for Reclaim of Portuguese Withholding Tax

Master Instruction Portuguese Debt Securities - DL 193/2005 of November 7

One-Time Certificate for Portuguese Equities

Portuguese TIN (NIF) allocation or registration request

Power of Attorney

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)

Self-Declaration for Tax Exemption/Reduced Rates on Portuguese Bonds and Equities Beneficial Owner Resident in Portugal

Self-Declaration for Tax Exemption/Reduced Rates on Portuguese Bonds and Equities Beneficial Owner Not Resident in Portugal

Statement for Funds

Statement for Swiss Pension Funds

Portuguese Tax Voucher Request