Company shares

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Chevron UK Pensioners’ Association

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1. US tax is deducted at the UK/US double taxation rate of 15%.

Depending on how you hold the shares you will periodically receive a US IRS form which needs to be completed and sent back to receive the reduced 15% tax rate. Care needs to be taken to ensure the form is properly completed.

2. On the UK Self Assessment Tax Return:

a. Page 2 – Q6 you need to tick boxes 1 and 3 plus the Foreign box.

b. Page F1- you need to complete sections A, B, C and E and tick box on right to claim foreign tax credit relief.

If you do this and do not receive the US 15% tax as a deduction on the tax calculation sent to you call your tax office and say you do not agree with the assessment as you have not received foreign tax credit.

Note: If for any reason you have either not submitted a US IRS form or have incorrectly completed it you will be taxed at a higher rate but the UK HM Revenue and Customs will only credit 15%.

Company Shares :

CAPITA

The Registry,

34 Beckenham Road,

Beckenham,

Kent, BR3 4TU

Helpline: 020 8639 3333

Email: chevron@capita.co.uk

Company Shares in PEP:

Stocktrade,

P.O. Box 1076,

10 George Street,