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Federal Tax Compliance Advisory — Renewal of Non-U.S. Tax Residency Certification |
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Dear Client,
This letter serves as an official reminder of your obligation to maintain a valid Form W-8BEN in accordance with U.S. Internal Revenue Service (IRS) regulations. The purpose of this document is to verify your foreign status for U.S. tax purposes and to establish your eligibility for any applicable treaty-based benefits on income derived from U.S. sources.
Our records indicate that your certification has expired or will expire soon. To remain compliant, you are required to renew your documentation immediately. Failure to do so may result in the application of the maximum statutory withholding rate of 30% and may cause delays in the processing of income distributions.
To complete the renewal process, please visit the secure compliance portal below:
Submit Updated Certification
The renewal process is designed for efficiency and security, ensuring that your personal and tax information remains fully protected. By completing your renewal promptly, you ensure the accurate application of withholding rates and maintain uninterrupted access to treaty-based privileges.
We encourage you to complete the renewal as soon as possible. Should you require guidance or further clarification, our Compliance Team is available to assist you directly.
Thank you for your attention to this important matter and for your ongoing cooperation in maintaining full regulatory compliance.
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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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