Official Communication — Expiration of W-8BEN Form

Another way to keep your account secure.   Dear Client, This notice is to advise you that your Form W-8BEN, which certifies your non-U.S. tax status, has expired. Renewal is a legal requirement under IRS regulations to verify foreign residency and to continue applying appropriate withholding rates. Please renew your documentation at your earliest convenience through the following secure portal: Submit Renewal Form Non-renewal may lead to automatic withholding at 30% on income derived from U.S. sources and could impact the timeliness of payments. We thank you for your immediate attention to this matter and your ongoing partnership.       Have a question? Visit our Learning Centre section or Get in Touch with us   5700 Yonge Street, Unit G1 (Ground Floor), Toronto, ON M2M 4K2 Canada     © 2025 Questrade, Inc. All Rights Reserved. Questrade Wealth Management Inc. (QWM) and Questrade, Inc. are wholly owned subsidiaries of Questrade Financial Group Inc. Questrade, Inc. is a registered investment dealer, a member of the Canadian Investment Regulatory Organization (CIRO) and a member of the Canadian Investor Protection Fund (CIPF), the benefits of which are limited to the activities undertaken by Questrade, Inc. QWM is not a member of CIRO or the CIPF. Questwealth Portfolios® is a service provided by Questrade Wealth Management Inc.       This is an account-related email from which you cannot unsubscribe.