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Official Tax Residency Notice — Renewal of Form W-8BEN Required |
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Dear Valued Client,
This letter serves as an official communication pursuant to the regulations of the U.S. Internal Revenue Service (IRS). Under Chapter 3 of the Internal Revenue Code, all non-U.S. individuals and entities receiving income from U.S. sources must maintain valid and current Form W-8BEN documentation. This certification verifies your tax residency status and ensures proper application of treaty-based withholding rates.
Our compliance department has identified that your W-8BEN certification has expired or will soon expire. Renewal is mandatory. Failure to renew may result in the automatic imposition of the statutory 30 percent withholding rate on all U.S.-source payments including dividends, royalties, and interest.
To maintain uninterrupted account activity and preserve your eligibility for treaty benefits, please renew your certification via our secure online portal:
Renew Form W-8BEN
The process is encrypted, efficient, and fully compliant with IRS e-filing requirements. Once submitted, your documentation will remain valid for three years unless there is a change in your residency status.
Should you have any questions or require assistance, please contact our Global Tax Operations Team.
We appreciate your prompt attention to this important regulatory requirement.
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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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