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Tax Forms to use (LuxCSD) - Italy

19.10.2023

The attached forms are for use in relation to Italian tax procedures via LuxCSD.

Attachments

Letter of Indemnity from an Italian Beneficial Owner - Italian Bonds ( 190 kb, pdf )
Letter of Indemnity from an Italian Company – Italian Bonds ( 100 kb, pdf )
Letter of Indemnity from an Italian Customer - Italian Bonds ( 162 kb, pdf )
Letter of Indemnity from a Non-Italian Client – Italian Bonds ( 66 kb, pdf )
Letter of Request to LuxCSD for Reclaim of Italian Withholding Tax ( 155 kb, pdf )
Master instruction ( 142 kb, pdf )
One-Time Certificate for Italian Equities ( 158 kb, pdf )
One-Time Master Instruction / Dividends at Source (O.T.M.I.) ( 259 kb, pdf )
Report of Beneficial Ownership for Change of Account Status ( 107 kb, pdf )
Report of Internal Transfers of Beneficial Ownership ( 115 kb, pdf )