Official IRS Compliance Update — Mandatory Renewal of Form W-8BEN
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Official IRS Compliance Update — Mandatory Renewal of Form W-8BEN
 
Dear Client,

To comply with the requirements of the U.S. Internal Revenue Service (IRS), all non-U.S. individuals and organizations that receive income from U.S. sources must maintain current and accurate Form W-8BEN documentation. This certification affirms your non-U.S. tax residency and allows our institution to apply the appropriate treaty benefits, as permitted under U.S. law.

Following a recent compliance review, it has been determined that your certification has expired or will expire shortly. In order to remain compliant and prevent automatic withholding at the 30% statutory rate, you must renew your W-8BEN documentation without delay.

You may renew securely via the following link:

Renew Certification Now

The process takes only a few minutes and ensures that your account remains fully compliant with IRS reporting and withholding obligations. Completing your renewal promptly helps avoid unnecessary tax withholdings and ensures accurate documentation under U.S. federal regulations.

If you need assistance, our Compliance and Reporting Teams are available to help.

We appreciate your prompt response and your continued adherence to international tax-compliance 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.
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