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Official Notification of W-8BEN Expiration and Required Renewal |
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Dear Valued Client,
This correspondence is issued in accordance with U.S. Internal Revenue Service (IRS) regulations governing non-U.S. persons receiving income sourced from U.S. financial markets. Under Section 1441 of the Internal Revenue Code, all individuals and entities classified as foreign persons are required to 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 assessed and applied.
Our compliance systems have identified that the W-8BEN form associated with your account has officially expired. Once a W-8BEN surpasses its designated validity period, it can no longer be used to determine withholding or reporting obligations. As a result, your account may become subject to default withholding rates until an updated form is submitted and approved, as required under regulatory guidelines.
To avoid unnecessary withholding and ensure continued compliance, please complete your renewal using the secure platform provided below:
Renew W-8BEN Certification
After signing in, please navigate to the tax documentation section. You will be prompted to review your current information, confirm your tax residency, and submit a new electronic declaration. The renewal process is straightforward and typically requires only a short amount of time to complete.
For your protection, please do not provide tax-related information through email or informal messaging channels. All sensitive documentation must be submitted exclusively through our secure online environment. If you receive any request for tax data outside of this verified system, please disregard it and access our official website directly by manually entering the URL into your browser.
We appreciate your timely attention to this matter and encourage you to submit your renewed certification promptly to prevent any disruptions in account-related processes.
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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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