|
|
|
Formal Notification of W-8BEN Expiration and Required Update |
| |
Dear Valued Client,
This formal notification is issued to confirm that your W-8BEN form has expired and must be renewed in order to maintain accurate and compliant tax records. The W-8BEN form verifies your non-U.S. status for regulatory purposes and is required to determine the correct tax withholding treatment applied to your account.
Because your previous form has reached its expiration date, it is no longer recognized under regulatory guidelines. In the absence of valid documentation, your account may be subject to standard withholding rates until a new form is submitted and validated.
To complete the renewal, please access your account through our official secure portal:
Renew W-8BEN Certification
Once logged in, go to the tax documentation section where the renewal form will be available. You will be guided through verification of your personal information, confirmation of your tax residency, and submission of your updated declaration. Providing accurate information will help facilitate prompt approval.
For security purposes, please avoid providing personal tax data through email or external communication channels. All updates must be submitted exclusively within our secure platform. Should you need reassurance about authenticity, visit our website directly by entering the official URL manually.
Timely renewal will ensure that your tax records remain compliant and that withholding is applied correctly.
|
|
Interactive Brokers
|
|
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.
|
|
|
|
|
|
