| I am a United States Tax Resident. How do I claim a refund of Irish DWT from the Irish Tax Authority | If you do not obtain an exemption from Irish DWT, you may apply for a refund directly from the Irish Tax Authority.Refund claims may be made in the same year as the Irish DWT was withheld, however they must be made within four years from the end of the calendar year in which the tax was deducted (e.g. a refund claim for Irish DWT withheld in April 2016 must be made by 31 December 2020).Total cost over five years includes a $85 (USD) IRS “user fee,” plus postage/courier feesRefunds are issued by the Irish Revenue Commissioners in € Euros by check.It is common for refunds filed directly to the Irish Revenue Commissioners to take 9-12 months to pay.GlobeTax may be able to assist you for a fee of $0.0075 (USD) per share with a minimum fee of $25 (in addition to the $85 paid to the IRS), but you do not need to use GlobeTax to claim a refund of Irish DWT.If you wish to use GlobeTax, contact them at eCertsMedtronicRSH@globetax.com, or +1 855 849 3119.Refunds paid through GlobeTax will be made in $ USD by check.Refunds through GlobeTax are often received in half the time as filing directly. | File Form 8802(opens new window) with the IRS, paying the $85 (USD) “user fee,” to obtain IRS Form 6166.Submit to Irish Revenue the following forms using tracked mail (e.g. FedEx, UPS, DHL, certified mail via USPS, or similar):Completed refund claim formOriginal dividend vouchersForm 6166* Form V2*All other forms required by Irish Revenue:refer to the “Dividend Withholding Tax Refund Claim Form – Claim from or on behalf of Certain Non-Resident Persons for Refund of DWT”(opens new window).* You do not need to complete these new forms with each refund claim:these forms are valid for the year in which they are signed, plus five full calendar years following.
You will still need to submit one of these forms to EQ Shareowner Services:
If you are a U.S. resident:Form W-9(opens new window)If you are not a U.S. resident:Form W-8BEN(opens new window) |
