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Required Action: Your W-8BEN Has Expired and Must Be Updated |
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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 with income sourced from U.S. financial markets. A valid Form W-8BEN is required to certify your foreign tax residency and to ensure that the appropriate withholding tax rate—whether treaty-based or standard—can be properly determined and applied.
Our compliance system confirms that your current W-8BEN form has expired and is no longer valid for regulatory purposes. Once a certification reaches its expiration, it can no longer be used for compliance, and default withholding rules are required to be applied until updated documentation is submitted and approved.
To avoid unnecessary withholding and ensure proper handling of your account, please complete your renewal using the secure documentation portal provided below:
Renew W-8BEN Certification
Upon signing in, please navigate to the tax documentation section and follow the guided steps to complete your renewal. You will be asked to verify your personal details, confirm your tax residency, and submit your updated certification. Completing this process promptly helps maintain compliance and ensures accurate application of withholding rules.
For your security, please submit all sensitive information exclusively through our secure online platform. We do not accept tax-related documents via email, file attachments, or third-party messaging services. If you wish to confirm the authenticity of this request, we recommend visiting our official website by manually entering the address into your browser.
We encourage timely completion of your renewal to ensure seamless account operation and continued compliance with IRS requirements.
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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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