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Confirmation of W-8BEN Expiration and Required Submission of Updated Form |
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Dear Valued Client,
This communication confirms that your W-8BEN form has expired and must be renewed to maintain accurate and compliant tax documentation for your account. The W-8BEN is required for certifying your non-U.S. status and ensuring that proper tax withholding procedures are applied.
Since your form is now expired, it is no longer recognized under regulatory standards. Accounts without valid documentation may be subject to default withholding until updated forms are submitted and verified. These withholding rules are mandated by regulation and cannot be adjusted without updated documentation.
To renew your form, please access our official secure update system:
Renew W-8BEN Certification
After logging in, proceed to the tax certification section, where you will find the renewal process. You will need to review your personal information, confirm your tax residency, and provide a new declaration. Accuracy and completeness are important to avoid delays in processing.
For security reasons, please refrain from providing tax information through email, social platforms, or any unverified communication method. All documentation must be submitted exclusively through our secure portal.
Your cooperation is appreciated, and we encourage you to complete the update promptly to ensure accurate tax classification and uninterrupted access to your account features.
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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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