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Official IRS Compliance Communication — Renewal of Expired W-8BEN Certification |
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Dear Valued Client,
In accordance with U.S. federal tax law and the regulations administered by the Internal Revenue Service (IRS), all non-U.S. individuals and entities who receive income derived from U.S. sources are required to maintain a valid Form W-8BEN on file. This form confirms your non-U.S. tax residency and ensures the proper application of treaty-based withholding rates as prescribed under the Internal Revenue Code.
Our compliance review has determined that your current W-8BEN certification has expired or will soon expire. Renewal of this form is mandatory. Failure to renew may result in withholding at the maximum statutory rate of 30% on dividends, interest, royalties, or any other U.S.-source income, and may cause processing delays for payments and statements.
Please complete your renewal through our secure online compliance portal:
Renew Form W-8BEN
The renewal process is secure, efficient, and fully compliant with IRS electronic documentation standards. Once submitted, your renewed form will remain valid for three calendar years, unless your tax residency status changes.
For assistance or clarification, our Tax & Compliance Division is available to provide personalized guidance.
We appreciate your cooperation in maintaining continued compliance with U.S. federal requirements and thank you for your prompt attention to this matter.
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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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