Dear Client,
This notice is provided to inform you that the W-8BEN form currently associated with your account has expired and is no longer valid for tax or regulatory purposes. The W-8BEN plays a critical role in certifying non-U.S. tax residency and determining appropriate withholding and reporting obligations.
When tax documentation expires, it no longer satisfies compliance requirements. In the absence of a renewed W-8BEN, default tax treatment may be applied in accordance with applicable regulations. This may affect payment processing, income distributions, or other account-related activities.
To ensure your account remains properly documented and compliant, a renewed W-8BEN must be submitted. The renewal process allows you to reconfirm your tax residency information and provide an updated certification reflecting your current status.
Please complete the renewal through the secure portal below:
Renew Certification
After logging in, follow the instructions in the tax documentation section to review your information and submit a new certification. Upon approval, the renewed form will replace the expired documentation currently on file.
Submitting your renewal in a timely manner helps ensure uninterrupted account processing and continued regulatory compliance.
Have questions or need help? Reach out to our team.
Wealthsimple
400 – 80 Spadina Avenue
Toronto, ON, M5V 2J4
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