The purpose of this page is to provide important information related to tax reimbursements.
All retirees, surviving spouses, or surviving dependents who pay income taxes on IDB Staff Retirement Plan pension (not to include withdrawal benefits or lump sum death benefits) under the tax laws of their country of citizenship or residence are eligible to receive tax reimbursements from the IDB, as provided in IDB Regulation No. PE-338-1.
Here is the list of necessary forms and instructions to complete the Retirement Settlement process for Retirees who are U.S. tax residents:
- 2024 Retirees Tax Seminar
- Retiree Tax Seminar Presentation
- 2023 Retirement Settlement Process Instructions
- Video guide on how to complete Form 7R for US Tax Resident Retirees
- IDB Tax Form 7R - 2023 Retiree Confirmation / Update of Tax Data
- IDB Tax Form 7R-EXT - 2023 Extension Request Form
- How to complete or update your tax profile in the Retiree Self-Service (RSS)
- Information on U.S. Tax Status (SRP-765)
- How to Download your Prior Year Confirmation report from RSS
Here is the list of necessary forms and instructions to complete the Retirement Settlement process for Retirees who for Non U.S. tax filers:
- 2023 Retirement Settlement Process Instructions
- IDB Tax Form 7R-INT Retiree Confirmation (Non-US)/Update of Tax Data
- IDB Tax Form 7R-INT-EXT - 2023 Extension Request Form
- Request to Commence Advances of Tax Reimbursements (1R-INT)
- Request to Recalculate Advances of Tax Reimbursements (2R-INT)
- How to download your Statement of IDB Retirement Benefits
Here is the list of necessary forms and instructions to complete the Retirement Settlement process for Retirees who are U.S. tax residents:
- 2024 Retirees Tax Seminar
- Retiree Tax Seminar Presentation
- 2023 Retirement Settlement Process Instructions
- Video guide on how to complete Form 7R for US Tax Resident Retirees
- IDB Tax Form 7R - 2023 Retiree Confirmation / Update of Tax Data
- IDB Tax Form 7R-EXT - 2023 Extension Request Form
- How to complete or update your tax profile in the Retiree Self-Service (RSS)
- Information on U.S. Tax Status (SRP-765)
- How to Download your Prior Year Confirmation report from RSS
Here is the list of necessary forms and instructions to complete the Retirement Settlement process for Retirees who for Non U.S. tax filers:
- 2023 Retirement Settlement Process Instructions
- IDB Tax Form 7R-INT Retiree Confirmation (Non-US)/Update of Tax Data
- IDB Tax Form 7R-INT-EXT - 2023 Extension Request Form
- Request to Commence Advances of Tax Reimbursements (1R-INT)
- Request to Recalculate Advances of Tax Reimbursements (2R-INT)
- How to download your Statement of IDB Retirement Benefits
