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Confirmation of W-8BEN Expiration and Required Documentation Update |
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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 determined and applied.
Our internal review confirms that your W-8BEN form has expired and must now be renewed. Once a W-8BEN surpasses its validity period, it can no longer be used for reporting or classification purposes under U.S. tax regulations. As a result, certain transactions associated with your account may be subject to default withholding until updated documentation is submitted and approved.
To avoid unnecessary withholding and ensure continued compliance, please complete your renewal using the secure update platform provided below:
Renew W-8BEN Certification
After logging into your account, please navigate to the tax documentation section to complete the renewal. You will be prompted to review your identifying information, confirm your country of tax residence, and submit your updated certification. The process is streamlined and designed to be completed efficiently.
For your protection, please ensure that all information is submitted exclusively through our secure system. We do not accept W-8BEN forms or related data via email, text message, or any third-party platforms. If you receive any suspicious or unsolicited requests for personal information, please disregard them and access our official website directly by manually entering the URL into your browser.
We encourage you to complete this renewal promptly to maintain compliance and avoid unnecessary withholding.
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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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