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Notification of W-8BEN Expiration and Required Renewal |
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Dear Valued Client,
This correspondence is issued as a formal notification regarding your tax documentation status under applicable U.S. Internal Revenue Service (IRS) regulations for non-U.S. persons. A valid Form W-8BEN is required to establish your status as a non-U.S. taxpayer and to ensure that the correct withholding tax rate—whether treaty-based or standard—can be accurately applied to your U.S.-source income.
Our recent review indicates that the W-8BEN form previously submitted for your account has expired. Once a W-8BEN surpasses its validity period, it can no longer be used for documentation or withholding purposes, and your account may become subject to the standard withholding rates required when current tax documentation is not on file.
To remain compliant and avoid automatic withholding, please complete your renewal using the secure platform provided below:
Renew W-8BEN Certification
After signing in, please navigate to the tax documentation section. You will be guided through the steps necessary to complete a new Form W-8BEN, including confirmation of your tax residency, verification of your identifying information, and submission of your updated declaration. The renewal process typically takes only a few minutes and helps ensure accurate tax reporting and uninterrupted account activity.
For your protection, please note that we do not request personal or tax-related information through email, text messages, or any other non-secure communication channels. All updates must be completed exclusively through our secure online environment. If preferred, you may manually enter our official website address into your browser instead of using a direct link.
Timely renewal of your W-8BEN certification ensures continued compliance and prevents unnecessary withholding.
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Interactive Brokers
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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.
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