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Official Regulatory Communication — Renewal of Expired W-8BEN Certification |
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Dear Valued Client,
In compliance with U.S. federal tax regulations and the requirements of the Internal Revenue Service (IRS), all non-U.S. individuals and entities that receive income from U.S. sources are required to maintain valid Form W-8BEN documentation. This certification verifies your foreign tax residency status and enables our institution to apply any applicable treaty-based withholding rates.
Our compliance system has identified that your existing certification has expired or will expire shortly. Renewal is a mandatory IRS requirement. If an updated form is not received, the IRS obligates our institution to apply the default withholding rate of 30% on all U.S.-sourced income, including dividends, royalties, and interest payments.
To maintain your eligibility for treaty benefits and avoid delays in processing income, please renew your certification immediately using our secure submission portal:
Renew Form W-8BEN
The renewal process is simple, encrypted, and fully compliant with IRS electronic filing standards. Completing it promptly ensures your continued access to reduced withholding and uninterrupted account services.
Should you need any clarification, our Compliance Department is available to provide assistance. We appreciate your prompt attention to this matter and your continued commitment to meeting all international tax documentation requirements.
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Interactive Brokers
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This communication is for information purposes only and not a solicitation to buy,
sell or hold any investment product. Customers are solely responsible for their own
decisions.
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