U.S.A.: Deadline for 2021 U.S. withholding tax reclaims

30.09.2021

Clearstream Banking¹ will accept customer applications for refund of tax withheld on U.S. source dividends and interests paid in 2021 until

3 January 2022 included

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

Customers are asked to take note 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 2020 are, since 31 October 2019, subject to an extra fee. For more information, see Announcement A18178.

How to instruct

Withholding tax reclaim applications should be sent to Clearstream Banking via Xact Web Portal or free-format message instruction in accordance with the guidelines published in Announcement A20027.

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.

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