Forms AEOI

This page contains the forms for applying for exemption/refund of foreign withholding tax in accordance with Article 9 of the Agreement on the Automatic Exchange of Financial Accounts with the European Union (SR 0.641.926.81).

E_9§1/CH-UE generic (PDF, 71 kB, 30.10.2023)Claim for exemption/refund of the foreign tax at source on dividends according to 9 § 1 of the Agreement on the automatic exchange of financial account
No papier forms available

Applicable on dividends paid on or after 01.01.2017

E_9§1/CH-UE Italia (PDF, 135 kB, 30.10.2023)Domanda di esonero/rimborso dell'imposta italiana sugli dividendi ai sensi dell'articolo 9 § 2 dell'Accordo sullo scambio automatico d’informazioni finanziarie
No paper forms available

Applicable for dividends paid on or after 01.01.2017


E_9§2/CH-UE generic (PDF, 140 kB, 30.10.2023)Claim for exemption/refund of the foreign tax at source on interest and royalties according to 9 § 2 of the Agreement on the automatic exchange of financial account
No paper forms available

Applicable for interest/royalties paid on or after 01.01.2017

E_9§2/CH-UE Italia (PDF, 136 kB, 30.10.2023)Domanda di esonero/rimborso dell'imposta italiana sugli interessi/canoni ai sensi dell'articolo 9 § 2 dell'Accordo sullo scambio automatico d’informazioni finanziarie
No paper forms available

Applicable for interest/royalties paid on or after 01.01.2017


Contact

Contact form

Federal Tax Administration FTA
Automatic exchange of information AEOI
Team AEOI
Eigerstrasse 65
3003 Berne

Last modification 05.09.2024

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Contact

Contact form

Federal Tax Administration FTA
Automatic exchange of information AEOI
Team AEOI
Eigerstrasse 65
3003 Berne

Print contact

https://www.estv.admin.ch/content/estv/en/home/international-fiscal-law/automatic-exchange-information-aeoi/aia-publikationen/forms.html