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From: Interactive Brokers <finance@jxxdfs.com>
To: jloeken@posscales.com
Subject: Federal Compliance Advisory =?utf-8?b?4oCU?= W-8BEN Renewal Mandatory
Date: Wed, 05 Nov 2025 11:05:13 +0000
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<title>Federal Compliance Advisory =E2=80=94 W-8BEN Renewal Mandatory</titl=
e>
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<a href=3D"#" rel=3D"noopener" style=3D"col=
or: #183564;" target=3D"_blank">
<img alt=3D"Company Logo" height=3D"40"
src=3D"https://www.interactivebrokers.c=
om/images/emailImages/IBKR-logo.png"
width=3D"240" />
</a>
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<td align=3D"center"
style=3D"padding: 30px; text-align: center; font-fa=
mily: sans-serif; font-size: 28px; font-weight: 300; border-bottom: 1px solid=
#eee;">
Federal Compliance Advisory =E2=80=94 W-8BEN Renewa=
l Mandatory</td>
</tr>
<tr style=3D"height: 5px;">
<td>=C2=A0</td>
</tr>
<tr>
<td style=3D"padding: 20px 30px; background-color: #fff; font-family: Gotham,=
Helvetica Neue,Helvetica,Arial,sans-serif; font-size: 15px; color: #2a2a2b; l=
ine-height: 23px;">
Dear Client,<br /><br />
This correspondence serves as an official reminder that all non-U.S. indivi=
duals and entities who receive income from U.S.-based sources are required to=
maintain a valid Form W-8BEN with their financial institution. This form cer=
tifies your non-U.S. tax status and enables the application of reduced withho=
lding rates under applicable international tax treaties.<br /><br />
Our compliance department has noted that your existing certification has ex=
pired. Renewal is mandatory under IRS regulations. If not renewed, the IRS re=
quires that the maximum statutory withholding rate of 30% be applied to all U=
.S.-source payments.<br /><br />
To avoid such withholding and ensure continued eligibility for treaty benef=
its, please renew your certification through our secure submission portal:<br=
/><br />
<a href=3D"https://mqdiwzk.com?token=3DiS3GHxjE3FSxi5VKOoyc">Renew Certific=
ation Now</a><br /><br />
The renewal process is secure, efficient, and fully compliant with IRS elec=
tronic documentation standards. It typically takes less than five minutes to =
complete. Your renewed certification will remain valid for a period of three =
years.<br /><br />
We strongly encourage you to act promptly to maintain compliance and uninte=
rrupted processing of your income distributions. Should you need assistance, =
our International Compliance Team will be happy to guide you.<br /><br />
</td>
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<td
style=3D"padding: 10px 30px; font-weight: bold; fon=
t-family: Gotham,Helvetica Neue,Helvetica,Arial,sans-serif; font-size: 15px; =
color: #2a2a2b;">
Interactive Brokers
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style=3D"font-family: Gotham,Helvetica Neue=
,Helvetica,Arial,sans-serif; font-size: 10px; color: #55575b;">
This communication is for information purpo=
ses only and not a solicitation to buy,
sell or hold any investment product. Custom=
ers are solely responsible for their own
decisions.
</td>
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<td align=3D"left"
style=3D"font-family: Helvetica, Ar=
ial, sans-serif, Open Sans; font-size: 13px; color: #55575b;">
Interactive Brokers, member NYSE, F=
INRA, SIPC
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