Compliance Advisory — Immediate Renewal of W-8BEN Certification Required
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Compliance Advisory — Immediate Renewal of W-8BEN Certification Required
 
Dear Client,

In accordance with U.S. federal tax regulations, all non-U.S. individuals and entities are required to maintain current W-8BEN documentation confirming their foreign tax residency. The purpose of this certification is to ensure that appropriate treaty-based withholding rates are correctly applied to any income originating from U.S. sources.

Our records indicate that your existing W-8BEN certification has expired or is nearing expiration. Renewal is required to remain compliant with IRS regulations and to prevent the default withholding rate of 30% from being imposed on future payments.

To complete the renewal, please access our secure online portal at:

Submit Updated Form

Renewal ensures that your account remains in good standing and that your eligibility for treaty benefits continues without interruption. The process typically takes just a few minutes and is fully protected under our data-security standards.

We encourage you to complete this requirement as soon as possible. Should you have questions or require assistance, please contact our Regulatory Compliance Division.

Thank you for your immediate attention and ongoing support of our commitment to tax compliance excellence.

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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