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W-8BEN Renewal Required Due to Expiration |
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Dear Valued Client,
This correspondence is issued as a formal reminder under applicable U.S. Internal Revenue Service (IRS) regulations governing non-U.S. persons with income sourced from U.S. financial markets. A valid Form W-8BEN is required to certify your foreign tax residency and to ensure that the appropriate withholding tax rate—whether treaty-based or standard—can be accurately assessed and applied.
Our automated compliance system has identified that your current W-8BEN form has expired and is no longer valid for tax documentation purposes. Once a certification surpasses its validity period, regulatory requirements mandate the application of default withholding rules until an updated form is submitted and approved.
To avoid unnecessary withholding and maintain uninterrupted account services, please complete your renewal through the secure portal provided below:
Renew W-8BEN Certification
Upon accessing your account, please navigate to the tax documentation section. You will be guided through the required steps to complete your updated W-8BEN form, including reviewing your personal details, confirming your tax residency, and submitting the necessary certification. The process is streamlined for clarity and typically requires only a few minutes to complete.
For your security, please note that we do not request sensitive information, including tax-related documentation, through email or direct messages. All updates must be completed exclusively within our secure online system. If you prefer additional assurance, we recommend manually entering our official website address into your browser to access the platform safely.
We appreciate your prompt attention to this matter and encourage timely renewal to ensure continued compliance and uninterrupted account functionality.
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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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