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Compliance Reminder — Action Required: Renewal of W-8BEN Form |
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Dear Valued Client,
This correspondence serves as an official reminder that your Form W-8BEN has expired. As required by the U.S. Internal Revenue Service (IRS), this certification is necessary for all non-U.S. individuals and entities receiving income from U.S. sources. The form confirms your tax residency and determines whether you are eligible for treaty-based withholding reductions.
Without a valid form on record, U.S. federal law requires our institution to apply the maximum withholding rate of 30% to all applicable income payments. To prevent over-withholding and ensure continued compliance, please complete your renewal promptly.
Renew your documentation securely through our authorized online portal:
Renew Form W-8BEN
Your renewed certification will remain valid for three years unless your tax residency status changes. We strongly encourage you to complete the renewal immediately to avoid service interruptions or delays in income processing.
Our Compliance Team is available should you need guidance throughout the process. We thank you for your cooperation and your commitment to maintaining accurate and compliant tax documentation.
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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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