10. Securities 📊

The section "Etat des titres" is about all kinds of financial assets you might have. You surely have a bank account, but you might also have cryptocurrencies generating interest, stocks, bonds, loans, etc.
If any of your assets suffered foreign withholding tax, you can also claim it back here. 

There are 12 forms about: 
  • Bank & Postal Accounts, Cryptocurrencies, Rent Guarantees, Leasings, etc. in "Comptes et livrets bancaires, postaux, comptes-métal, crypto-monnaies, garantie de loyer, leasing, etc"
  • Stocks and Shares (if applicable) in "Actions et parts sociales"
  • Bonds and Notes (if applicable) in "Obligations et obligations de caisse"
  • Funds (if applicable) in "Fonds de placement"
  • Tax Statement, aka "the quick way" (if applicable) in "Relevé fiscal bancaire"
  • Receivables and Loans (if applicable) in "Créances et prêts"
  • Qualified Participations (if applicable) in "Participations qualifiées"
  • Lottery and Gambling Winnings (if applicable) in "Gain de loteries et jeux de hasard"
  • Liquidation Surplus (if applicable) in "Excédents de liquidation"
  • Administration Fees (if applicable) in "Frais d'administration des titres"
  • Foreign Withholding Tax (if applicable) in "Impôt étranger retenu à la source (IIES) - Renseignements complémentaires"
  • Summary in "Récapitulatif Etat des titres"
9 Leçons