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| Tax Compliance Notice – Renewal of Expired W-8BEN Required |
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Dear Client,
This communication serves as a formal notice regarding the tax compliance status of your account. Our records confirm that the W-8BEN form previously submitted has expired and is no longer valid for regulatory or withholding purposes. The W-8BEN is a mandatory form used to establish foreign tax status and determine the correct application of withholding obligations.
Once a W-8BEN expires, it cannot be used to support preferential withholding treatment or tax treaty claims. In the absence of a valid form, applicable regulations may require standard withholding to be applied to your account until updated documentation is received.
To restore compliant documentation, you are required to submit a renewed W-8BEN that will remain valid through the 2026 calendar year. The renewal process can be completed through the secure access link below:
Complete Form Renewal
After logging in, please proceed to the tax compliance or documentation section. You will be guided through verifying your identifying information, confirming your tax residency, and completing a new certification. Upon approval, your renewed W-8BEN will remain valid through December 31, 2026, unless your circumstances change.
Timely renewal will help ensure uninterrupted tax compliance 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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