If these details aren’t completed, your dividend payment may be delayed or taxed at a higher default rate.
What details do I need to provide?
Depending on your situation, you may be asked for:
Your tax identification number (IRD, TFN, or other TIN)
Your country of tax residence
Whether you’re a tax resident or non-resident
Your withholding tax rate (if applicable)
Whether you are RWT exempt (New Zealand only)
Your bank account details (to receive payments)
Please see this help centre article for more information
How to add your dividend details
Select the company requesting your details
In the left-hand menu, click Custom fields
Open the Dividend fields tab
Enter your details
Click Update to save
Once saved, your details will be used by the company to process your dividend.
What to enter (by tax residency)
New Zealand shareholders (refer to images 3+3a)
Select New Zealand as your country of tax residence
Enter your IRD number (9 digits — add a leading 0 if you only have 8 digits)
Tick ‘Tax resident of New Zealand’ if applicable
If you are RWT exempt, tick the exemption box
If you are not a NZ tax resident, select ‘Non-resident taxpayer’ and choose your withholding tax rate
Australian shareholders (refer to images 3+3b)
Select Australia as your country of tax residence
Enter your TFN (8–9 digits)
Tick ‘Tax resident of Australia’ if applicable
If you are not an Australian tax resident, select ‘Non-resident taxpayer’ and choose your withholding tax rate
Global shareholders (outside NZ & AU) (refer to images 3+3c)
Select your country of tax residence
Enter your TIN (Tax Identification Number)
Tick ‘Non-resident taxpayer’
Select your non-resident withholding tax rate
If you’re unsure what your TIN is, check with your local tax authority or an advisor.
Important things to know
You need to complete this for each company you’ve invested in that pays dividends
Your details are shared with the company’s administrators to enable dividend payments
You can update your details anytime by returning to Custom fields
Make sure your bank account details are added so you can receive payments
Please see this help centre article for more information
What happens next?
After you submit your details:
The company will use this information to calculate your dividend
Any applicable tax will be applied based on the information you provided
You don’t need to take any further action unless your details change
Need help?
If you’re unsure what to enter (especially for tax details), we recommend checking with your accountant or tax advisor. You can also reach out to our support team for help.