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| Tax Documentation Review Result – W-8BEN Has Expired |
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Dear Client,
This communication is provided following a review of tax documentation associated with your account. Based on this review, the W-8BEN form on file has expired and is no longer considered valid under current tax compliance standards. The W-8BEN is required to establish foreign tax status and determine the correct withholding treatment.
Because the form is no longer valid, it cannot be used to support preferential withholding or tax treaty benefits. Regulatory guidance requires that, in the absence of a valid W-8BEN, standard withholding rules may be applied until updated documentation is received and approved.
To restore compliant documentation status, you must submit a new W-8BEN that will remain effective through the 2026 calendar year. The renewal process is available through the secure access link below:
Complete Form Renewal
Once logged in, navigate to the tax compliance section. You will be guided through verifying your identity, confirming your tax residency, and submitting a renewed certification. Upon approval, your updated W-8BEN will remain valid through December 31, 2026, unless changes in your circumstances require an earlier update.
Timely renewal will help ensure uninterrupted tax compliance through 2026.
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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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