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Notice of Expired W-8BEN and Instructions for Renewal |
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Dear Valued Client,
We are writing to notify you that your W-8BEN form has expired and must now be renewed to remain compliant with your tax documentation requirements. The W-8BEN form provides necessary certification regarding your non-U.S. tax status and ensures that withholding rules are accurately applied.
Our records indicate that the validity period of your previously submitted form has ended. In accordance with regulatory requirements, accounts without a valid W-8BEN may be subject to standard withholding rates until updated information is submitted. This is an automatic compliance measure and is adjusted once new documentation is processed.
To begin the renewal of your expired form, please visit our secure update portal:
Renew W-8BEN Certification
After logging in, navigate to the tax information section of your account. You will be prompted to review your current information, confirm your tax residency, and complete a new W-8BEN form. The submission process is designed to be efficient while ensuring regulatory accuracy.
For your protection, please avoid sending personal or tax-related information via email or through any channel outside our secure system. If you ever question the legitimacy of a message, manually visiting our official website is recommended.
We appreciate your timely cooperation in restoring compliant documentation.
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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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