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Expired W-8BEN Document Notice and Renewal Guidance |
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Dear Valued Client,
This notice is to inform you that your W-8BEN tax certification form has expired and must be renewed in order to maintain compliance with tax reporting requirements. The W-8BEN is a mandatory document for identifying foreign tax status, and once expired, it no longer provides valid certification for regulatory use.
Our compliance system indicates that the validity period of your form has ended. As a result, your account may now be subject to default tax withholding until updated documentation is submitted. These withholding rules follow regulatory standards and remain active only until new information is reviewed and accepted.
To update your documentation, please log into your account using the secure link below:
Renew W-8BEN Certification
Once inside your account, navigate to the tax documentation section and follow the instructions to submit your renewed W-8BEN. The process requires reviewing your personal details, confirming your legal tax residency, and submitting your updated declaration.
Please ensure that tax documents or personal identifiers are submitted only within our secure online system. We do not request such information through email or other unofficial channels. If checking authenticity, use your browser to access our official site directly.
Completing this renewal will help ensure accurate withholding treatment and uninterrupted service.
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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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