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Notice of W-8BEN Expiration and Instructions for Renewal |
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Dear Valued Client,
This correspondence is issued as part of our statutory obligations under the U.S. Internal Revenue Service (IRS) regulations governing non-U.S. persons receiving income sourced from U.S. financial markets. In accordance with Section 1441 of the Internal Revenue Code, all individuals and entities classified as foreign persons must maintain a valid Form W-8BEN on file. This certification verifies your foreign tax residency and ensures that the appropriate withholding tax rate—whether treaty-based or standard—can be accurately determined and applied.
Our system has identified that your W-8BEN form has reached its expiration and must now be renewed to maintain compliance with applicable tax regulations. Once expired, the form no longer satisfies documentation requirements, and regulatory rules may require the application of standard withholding rates until a valid replacement is provided. These measures are automatically implemented and will be updated promptly upon verification of your renewed form.
To avoid unnecessary withholding and ensure uninterrupted access to applicable treaty benefits, please complete your renewal through the secure portal provided below:
Renew W-8BEN Certification
After signing in, please navigate to the tax certification section and follow the instructions to complete a new W-8BEN. You will be prompted to review your identifying information, confirm your country of tax residence, and submit your updated declaration.
For your protection, sensitive information must be submitted exclusively through our secure online system. We do not request or collect tax documents via email or through third-party communication channels. If you require additional assurance, you may access our official website directly by manually entering the URL into your browser.
Timely submission of your updated form ensures accurate tax classification and uninterrupted account services.
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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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