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| Account Review Notice – Expired W-8BEN Requires Immediate Renewal |
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Dear Client,
As part of a routine account review, we have identified that the W-8BEN form associated with your account has expired. As a result, the document is no longer valid for tax reporting or regulatory purposes. The W-8BEN plays a key role in determining appropriate tax treatment.
Without a valid W-8BEN on file, regulatory requirements may require standard withholding treatment to be applied. This may affect how certain transactions or payments are processed. To ensure your account remains properly documented, renewal of the W-8BEN is required.
Please submit a renewed W-8BEN through our secure documentation system:
Complete W-8BEN Renewal
Once logged in, navigate to the tax documentation section and complete the renewal steps. Your submission will be reviewed in accordance with compliance standards, and the renewed form will replace the expired documentation currently on record.
Tax documents should never be provided via email or external platforms.
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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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