Form 5000 at a glance
What it is: Form 5000 is the Affidavit of Residence, an application for implementation of the tax treaty between France and the country whose name you write.
Who signs: Enter the Date and place and the Signature of beneficiary or his/her legal representative. The Date and place and the Signature and seal are the tax authority's. The paying institution enters the Date and place and its Signature and Seal.
A filled-in Form 5000 example: a Canadian resident claims treaty relief on dividends

How to fill out Form 5000, box by box
Types of income

Write the name of the country in the box, and the Number of attachments.
Under I) Types of income, check Dividends, Interest or Royalties. Dividends: check Normal procedure (Attach Form 5001) or Simplified procedure (File this certificate of residence only). Interest: Attach Form 5002. Royalties: Attach Form 5003.
Beneficiary
Beneficiary's declaration

Investment companies and funds please complete box VII as well.
Under III) Beneficiary's declaration, declare that you are beneficially entitled to the income for which the treaty benefits are being claimed.
Enter where the beneficiary is a resident (or, in the case of pension fund or an investment company, is established).
Write the name of the country of residence under whose laws you are subject to the tax, including with respect to French-source dividends. Notwithstanding, this condition is not required under the terms of certain tax treaties with France.
You declare that you do not have any establishment or permanent base that this income is attached to in France and that this income has been or will be reported to the tax authorities in your country of residence.
Enter the Date and place and the Signature of beneficiary or his/her legal representative.
Declaration of the paying institution

Under V) Declaration of the paying institution, enter the Name, the Address and the SIREN number.
The paying institution declares that it has paid the beneficiary, in respect of ..., the income referred to in this application, net of the withholding tax at the rate provided for in French domestic law.
The paying institution enters the Date and place and its Signature and Seal.
Declaration of the financial institution

Under VI) Declaration of the financial institution (For beneficiaries who are United States residents only), the institution enters its Name and the Address.
The abovenamed institution certifies that, to the best of its knowledge, the applicant is a resident of the United States and that the information provided on this form is correct. Enter the institution's Date and place and Signature and seal.
Investment company or fund

Under VII) Investment company or fund, enter the Financial year, the Number of unit holders or shareholders in fund and the Percentage of unit holders or shareholders who are residents.
In the case of German funds, if the French authorities have issued an authorisation, enter the authorisation date and number.
Sources
[1] Form 5000, Affidavit of Residence, Direction générale des Finances publiques (the Official source link on this page).



