About Tax Exempt Control Numbers for Canadian Foreign Tax Relief

For distribution events on Canadian securities for which foreign tax relief is available, you are required to enter tax exempt control numbers when you instruct to withhold tax at the exempt rate. The control numbers you provide must be six alphanumeric characters, provided to you by the Canada Revenue Agency (CRA).

The security quantities within the tax relief exempt option may be further broken down into smaller quantities.

Each quantity entered requires a Tax Exempt Control number. You can enter these control numbers individually or via the bulk upload feature.

You can edit tax exempt control information up until the DTC instruction expiration date.

Click the TaxInfo CANADA link to launch a summary of helpful tax information such as documentation requirements.

Learn about inputting Canadian tax exempt control numbers:

• Individual Input of Tax Exempt Control Numbers

• Bulk Input of Tax Exempt Control Numbers