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Steps for filing your refund application

The article outlines the steps for submitting a Swiss DWT refund application, including downloading and printing the document package, signing and dating Form 91, certifying tax residency at your local tax office, making copies, and mailing the application with supporting documents to the Swiss Federal Tax Administration in Berne, Switzerland. Express mail is recommended but not required.

  1. Download and print your document package
  • Ensure that you sign your Form 91 at the bottom left corner of page one of the DWT
    refund application and on page five also.
  • You should also fill in the date and place on pages one, three and five.
    Note that the Swiss FTA requests that all DWT refund applications are printed on “A4”
    size paper.


2. Certifying your Form 91

  • It is necessary for you to have your Form 91 stamped on page two by your local tax
    office to officially certify your tax residency.
  • Should you require any assistance in completing these steps, please do not hesitate to
    reach out.

     

3. Make copies

After your Form 91 is certified by your local tax office, we recommend that you
make a copy for your records.

4. Submit your Swiss DWT refund application

  • Mail the original signed Form 91 (pages one to four) along with the dividend statements
    and the cover letter, to:

    Swiss Federal Tax Administration
    Eigerstrasse 65
    3003 Berne
    SWITZERLAND

  • If you prefer, you may include your own cover letter instead of the one provided in the
    document pack.
  • Ensure all required documents are included before sending.
  • We recommend using an express mail service but this is not required.
  • Swiss Federal Tax Administration phone number to be used on express mail package:
    +41 58 465 60 90
     

After submitting your DWT refund application to the Swiss Federal Tax Administration, here’s what
you can expect:

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