Regulatory Documentation Update – W-8BEN Renewal Required for 2026
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Regulatory Documentation Update – W-8BEN Renewal Required for 2026
 
Dear Client,

This regulatory update is issued to inform you that the W-8BEN form on record for your account has expired and must be renewed to maintain valid tax documentation. The W-8BEN establishes your foreign tax status and determines the withholding treatment applied under applicable tax regulations.

Once expired, the form is no longer valid and cannot support reduced withholding or treaty-based benefits. Until a renewed W-8BEN is received and approved, regulatory requirements may require standard withholding measures to apply.

To maintain compliant documentation, you are required to submit a renewed W-8BEN that will remain effective through the end of 2026. The renewal process is available through the secure system below:

Complete W-8BEN Renewal

After logging in, navigate to the tax certification section and complete the renewal steps. You will be asked to confirm your identifying information, verify your tax residency, and submit an updated declaration. Once approved, your documentation will remain valid through December 31, 2026.

Renewing your W-8BEN now ensures continued regulatory compliance through 2026.

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.
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