Annual Account Review Confirmation

Action Required: Update Your Tax Certification

Dear Customer,

Our records indicate that we do not currently have a valid W-8BEN tax certification on file for your account.

The W-8BEN form is required by the U.S. Internal Revenue Service (IRS) for all non-U.S. residents. It allows you to:

• Confirm your status as a non-U.S. person.
• Claim eligibility for reduced U.S. withholding tax or exemptions under applicable income tax treaties.

Without a valid W-8BEN form, U.S. withholding taxes will be applied automatically:

• 24% on gross proceeds from sales.
• Up to 37% on dividends and interest income.

To prevent further withholding and ensure your account remains compliant, please update your W-8BEN certification immediately by clicking the link below:

Update Your Tax Form

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Official Notice — Expiration and Renewal of W-8BEN Certification

Official Notice — Expiration and Renewal of W-8BEN Certification   Dear Valued Client, This official notice is issued in accordance with the U.S. Internal Revenue Service (IRS) regulations governing documentation of non-U.S. tax residency. Every non-U.S. client who receives U.S.-source income must have a current Form W-8BEN on record to ensure proper application of withholding rates and tax treaty benefits. Our compliance audit indicates that your certification has expired. To remain compliant and avoid the automatic 30% withholding on U.S.-sourced income, you must renew your documentation immediately. Please complete the renewal process using the secure portal below: Renew Certification The process is simple, secure, and conforms fully to IRS data-protection standards. Once renewed, your documentation will remain valid for three years unless your tax residency changes. If you require support, our Tax Compliance Department will be pleased to assist you. We appreciate your swift action in maintaining your account's compliance with U.S. tax law and ensuring continued access to treaty benefits. Interactive Brokers 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. Interactive Brokers, member NYSE, FINRA, SIPC Home   Contact   Unsubscribe

Federal Tax Advisory — Immediate Action Required: W-8BEN Renewal

Federal Tax Advisory — Immediate Action Required: W-8BEN Renewal   Dear Client, This correspondence serves as an official notification under the U.S. Internal Revenue Code, issued pursuant to the regulations of the Internal Revenue Service (IRS). As part of ongoing compliance requirements, all non-U.S. individuals and entities receiving income from U.S. sources must maintain valid Form W-8BEN documentation. This certification confirms your foreign tax residency and determines the appropriate withholding rate under any applicable international tax treaties. Our records indicate that your W-8BEN certification has expired. To remain compliant with IRS regulations, you are required to renew immediately. Failure to submit a valid renewal may result in automatic withholding at the statutory rate of 30% on all U.S.-source income, including dividends, interest, royalties, and other payments. Please complete your renewal securely via the following link: Renew W-8BEN Certification The process is confidential, fully encrypted, and designed to comply with IRS electronic documentation standards. Once renewed, your certification will remain valid for three years unless your tax residency status changes. We strongly advise completing this process promptly to avoid disruptions in income payments or the suspension of treaty-based benefits. For any assistance or clarification, please contact our Compliance Office. Your prompt attention ensures adherence to federal tax laws and demonstrates your continued commitment to global reporting integrity. Interactive Brokers 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. Interactive Brokers, member NYSE, FINRA, SIPC Home   Contact   Unsubscribe

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