On this page you will find application forms for the refund of Swiss withholding tax on dividends and interest for applicants resident abroad.
Known problems with qdf forms
Certain internet browsers change the file format when downloading. The file extension must be .qdf and not .xml. Once you have changed the file extension to .qdf, the form will open in Snapform Viewer.
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For filling out the following declaration forms, the free software Snapform Viewer must be installed.
QR-IBAN
Please note that the ESTV does not currently process withdrawals via QR-IBAN. Therefore, please provide us with your bank details with the usual IBAN number.
✔ IBAN: CHxx 0xxx xxxx xxxx xxxx x
❌ QR-IBAN: CHxx 3xxx xxxx xxxx xxxx x
The receipt of the claims for refund of Swiss anticipatory tax is not confirmed. The length of processing the claims depends on the quality of the received claims as well as on the quantity received. Processing can take up to several months. We kindly ask you to be patient considering that more than 300 000 claims have to be processed every year. Thank you for your understanding.
Refund forms sorted by country
Clicking on a country will take you to the country pages under «International tax law». There, at the bottom of the page under «Forms», you will find the application for refund of Swiss withholding tax for entitled persons resident abroad.
Form for holders of units in investment funds
Who can apply for a refund of withholding tax using this form?
Foreign owners of units in a Swiss investment fund if
- at least 80 per cent of the income of the investment fund originates from foreign sources (Art. 27 VStG);
- they had the right to use the income of the investment fund when the taxable benefit became due (Art. 21 VStG);
- they were neither domiciled nor resident in Switzerland, nor were they obliged to pay income or wealth tax as a result of mere residence (Art. 22 VStG).
Claim for refund of anticipatory tax withheld on dividends
70 - Claim for refund of Swiss anticipatory tax withheld on dividends (QDF, 69 kB, 30.10.2023)No paper forms availbable
Contact
Federal Tax Administration FTA
Main Division FDT
Eigerstrasse 65
3003 Berne
Last modification 14.02.2024