Products & Services
Asset Services
Global Tax Services
Global Tax Services offers a variety of services for both domestic and international clients including tax data services, withholding services and tax relief for DTC customers and their clients, U.S. withholding tax services for non-U.S. institutions, and a year-end tax information reporting and data services.
Global Tax Services offers a variety of services for both domestic and international clients including tax data services, withholding services and tax relief for DTC customers and their clients, U.S. withholding tax services for non-U.S. institutions, and a year-end tax information reporting and data services.
DTC TaxRelief
sm enables qualifying beneficial owners to obtain tax relief "at-source" or via quick conditional refund on certain cross-border income payments as a result of tax relief arrangements set up with issuers, agents or the tax authorities of various countries based on bi-lateral tax treaties or source-country domestic legislation.
Offered in conjunction with DTC TaxRelief
sm, TaxInfo is a succinct international tax withholding and relief entitlement guide designed to assist participants in making appropriate elections on behalf of their customers for withholding tax relief on income payments from foreign securities.
The U.S. Tax Withholding Service aids non-U.S. financial institutions holding U.S. securities at the Depository to comply with U.S. non-resident alien (NRA) withholding tax rules.
The Domestic Tax Reporting Service (DTax) provides income classification information necessary for 1099 reporting.
