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Tax Information Reporting

U.S. tax law may require banks, brokers, producers, agents and/or clients to obtain withholding certificates (IRS Forms W-8 or W-9) prior to making a payment to or opening a financial account for Chubb insurers. In addition, over 90 jurisdictions have committed to adopt the Common Reporting Standard (CRS) requiring financial institutions resident in participating jurisdictions to obtain self-certifications for their financial account holders.

Banks, brokers, producers, agents and/or clients doing business with Chubb's U.S. domestic insurers can download a copy of applicable W-9 forms for Chubb U.S. insurers below.

Banks, brokers, producers, agents and/or clients doing business with Chubb's foreign insurers can download a copy of applicable W-8BEN-E forms for Chubb foreign insurers below.

Banks, brokers, producers, agents and/or clients doing business with Chubb insurers can download a copy of CRS Self-Certifications for Chubb insurers below.

Requests for W-8IMY’s or other questions regarding Chubb withholding certificates or CRS Self-Certifications should be sent to TaxInformationReporting@chubb.com.