The documentation pack for a Swiss Dividend Withholding Tax refund includes Form 91 (the official refund application), dividend statements to support your claim, and a cover letter for submission to the Swiss Federal Tax Administration, which you may customize if preferred.
What's in your documentation pack?
Form 91
The Form 91 is the Swiss Dividend Withholding Tax (DWT) refund application used by your country of tax residence when applying for a refund pursuant to the double taxation treaty with Switzerland.
Dividend statements
Your dividend statements are an essential part of the documentation pack for the Swiss DWT refund process. The dividend statements must be included when you submit your application to the Swiss Federal Tax Administration (FTA) to support the DWT refund process.
Cover letter
The cover letter included in your documentation pack is designed to accompany your submission to the Swiss
FTA. It outlines the details of your application to facilitate the process. However, if you prefer, you are welcome to draft and include your own cover letter instead.