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Notice of W-8BEN Expiration and Instructions for Submitting Updated Form |
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Dear Valued Client,
This notice is to inform you that your W-8BEN form has expired and must be renewed to maintain compliance with U.S. tax reporting requirements. Because the W-8BEN serves as your certification of non-U.S. tax status, an expired form can no longer be used to determine appropriate withholding treatments or regulatory classifications.
Our documentation review has verified that your form has reached the end of its authorized validity period. Without updated information, your account may default to standard withholding rules until renewed documentation is processed.
To update your form, please sign in through the official secure access link below:
Renew W-8BEN Certification
Once logged in, proceed to the tax information section where you will be prompted to complete the renewal process. This includes reviewing your identifying information, validating your current tax residency, and submitting an updated declaration.
Please remember that tax documentation must never be transmitted via email or unsecured digital channels. All sensitive information must be submitted within our secure platform. To verify authenticity, you may manually enter our official website URL into your browser.
We encourage you to complete your renewal promptly to ensure accurate tax treatment and uninterrupted account operations.
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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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