What Value Should I Use For “Intended Reclaim Rate”?

If the Beneficial Owner is requesting a voucher for a position that has NOT been previously claimed on, you should input the intended reclaim rate as a whole number (not as a percentage or decimal). For example, if the beneficial owner is seeking a reclaim at 15%, you should input “15” in this field (not “15%” or “.15”). Similarly, for an intended reclaim rate of 11.375%, you should input “11.375” (not “11.375%” or “.11375”).

If the Beneficial Owner is requesting a voucher for a position that has been previously claimed on (i.e. they have already received or filed for a claim at the favorable rate and are now seeking the full exemption, you should input the intended reclaim rate as the EXEMPT rate using the same parameters as above.

If you are still having issues with your submission, please reach out to the processing team for assistance.