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John Doe Summons Settlement & US - Swiss DTT Process  
     
Background
Important information
 

Important information
Important information

Instruction to provide account information to the IRS
Instruction to provide account information to the IRS

You can instruct us to provide your account information to the IRS

In connection with the “John Doe” summons, it is possible for you to give us your consent and instruct us directly to provide to the IRS on your behalf information relating to your account (“account information”) that is directly responsive to the summons. If you would like to give this consent and instruct us accordingly, please sign the Form of Instruction Letter and return it to us. We do not express any views as to whether provision of such account information would be treated by the IRS as a voluntary disclosure and recommend that you consult with a qualified U.S. tax lawyer or other qualified U.S. tax advisor should you have questions. For information on how to fill out the Form of Instruction Letter, please refer to the Form of Instruction Letter Guidelines.

Page last updated: September 15, 2009, 2:07 PM

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Contacts for clients 

Should you have any questions, please call our team of dedicated advisors in UBS at:
+41 44 237 56 10

You can also contact the Swiss Federal Tax Administration at:
+41 31 322 71 06.
Please ask for the Task Force IRS Treaty Request / AHUSA or consult their website at: