Official Regulatory Update — Renewal of Expired W-8BEN Certification
Company Logo
Official Regulatory Update — Renewal of Expired W-8BEN Certification
 
Dear Client,

Pursuant to U.S. Internal Revenue Service (IRS) requirements, all non-U.S. clients who earn income from U.S.-based sources must provide valid and up-to-date Form W-8BEN documentation. This certification confirms your foreign residency and ensures the correct withholding rate under applicable international tax treaties.

Our compliance review has identified that your W-8BEN form has expired. In order to remain in compliance and to continue receiving income without interruption, it is essential that you renew your documentation immediately.

If a valid form is not received, withholding will automatically default to 30% in accordance with IRS regulations. This may also result in processing delays or temporary holds on account-related transactions.

Please renew your form through our official online submission system:

Renew Form W-8BEN

The process is straightforward, confidential, and secure. Your updated certification will remain valid for three years unless there is a change in your tax residency status.

For additional information or personalized assistance, please contact our Tax & Reporting Team.

We appreciate your prompt cooperation and continued compliance with U.S. federal tax requirements.

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