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| Expiration of Tax Form W-8BEN and Requirement to Renew for 2026 |
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Dear Client,
This notice is issued to inform you that the W-8BEN form previously provided for your account has expired and is no longer valid for tax documentation or compliance purposes. The W-8BEN form is used to certify your non-U.S. tax status and to determine the appropriate withholding and reporting treatment under applicable tax laws. Once the form reaches the end of its validity period, it cannot be relied upon for regulatory use.
Our records confirm that your existing W-8BEN has exceeded its permitted validity timeframe. As a result, it is no longer eligible to support reduced withholding rates or treaty-based tax benefits. In accordance with regulatory requirements, standard withholding treatment may apply to your account until a renewed and approved W-8BEN is on file.
To maintain accurate and compliant tax records, you are required to submit a renewed W-8BEN that will remain valid through December 31, 2026, provided that your tax residency and personal information remain unchanged. The renewal process must be completed through our secure documentation system:
Renew Certification Now
After accessing the portal, please proceed to the tax documentation section. You will be required to review your existing details, confirm your country of tax residence, and submit a new certification electronically. Once approved, your renewed W-8BEN will be recorded as valid through the 2026 validity period unless future regulatory changes require an earlier update.
Prompt renewal will help ensure continued compliance and accurate tax processing through 2026.
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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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