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Official Compliance Directive — Renewal of Expired W-8BEN Documentation |
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Dear Valued Client,
This notice is issued under the authority of the U.S. Internal Revenue Service (IRS). All non-U.S. individuals and entities that receive U.S.-source income are required to provide a valid Form W-8BEN to verify foreign tax residency and ensure proper withholding under relevant tax treaties.
Our compliance team has determined that your documentation has expired. Renewal is compulsory to maintain compliance with U.S. tax law. Without an active certification, the IRS mandates a 30 percent withholding rate on all applicable income.
Please complete the renewal process using our secure compliance portal:
Renew Your Certification
The renewal process is secure, confidential, and compliant with federal electronic submission standards. Once renewed, your form will remain valid for three years unless your residency changes.
Our Regulatory Affairs Office is available to provide assistance as needed.
Thank you for your cooperation and prompt attention to this federal requirement.
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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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