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Advisory Regarding Expired W-8BEN Form and Required Renewal |
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Dear Valued Client,
We are writing to advise you that the W-8BEN form associated with your account has now expired. As this form is required under U.S. tax regulations to confirm your non-U.S. status and determine appropriate withholding treatment, it must be renewed once it surpasses its validity period.
Because your document is now expired, your account may be subject to default withholding rules until updated documentation is received. These rules are applied automatically for regulatory compliance and will remain in effect only until your renewed form is reviewed and approved.
To renew your form, please access our secure platform using the following link:
Renew W-8BEN Certification
Once logged in, proceed to the “Tax Documentation” section of your account dashboard. You will be prompted to confirm your personal details, validate your country of tax residence, and submit your new declaration. The renewal process is straightforward and typically takes only a few minutes to complete.
For your security, we never request tax documents or identifying information through email or messaging apps. All information must be submitted exclusively through our secure website. If you receive any message requesting such information outside our platform, please disregard it.
Completing your renewal promptly helps ensure continued compliance and accurate account processing.
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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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