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W-8BEN Expiration Confirmation and Renewal Guidance |
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Dear Valued Client,
This correspondence is issued to confirm that your W-8BEN form has expired and must be renewed in order to maintain accurate tax classification for your account. The W-8BEN form verifies your foreign tax status, and once it has passed its expiration date, it is no longer recognized for regulatory purposes.
As a result of the expiration, your account may temporarily fall under default withholding requirements until a valid updated form is submitted. These requirements are mandated under tax regulations and ensure compliant handling of your account in the absence of current documentation.
To avoid unnecessary withholding and ensure continued accuracy in tax processing, please complete your renewal using the secure portal provided below:
Renew W-8BEN Certification
Once inside your account, please navigate to the “Tax Information” or “Compliance Documents” section. Follow the guided process to submit your updated W-8BEN, ensuring that all information provided is accurate and up to date.
We remind you that tax documents or personal identifiers should never be shared through email or unverified links. All submissions must occur within our secure online environment. If you encounter any suspicious message requesting documentation, please disregard it and access our official website directly by manually entering the address into your browser.
Renewing your W-8BEN promptly will help ensure proper tax handling and uninterrupted account activity.
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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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