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IRS Compliance Notice — Action Required to Renew Form W-8BEN |
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Dear Client,
In accordance with U.S. tax law and the Internal Revenue Service (IRS) requirements, all non-U.S. clients who receive income from U.S.-source investments must maintain valid Form W-8BEN documentation. This certification verifies your non-U.S. tax residency and ensures your eligibility for applicable treaty-based withholding benefits.
Our records indicate that your current Form W-8BEN has expired. Renewal is mandatory to remain in compliance with IRS regulations. Failure to renew will result in the application of a 30 percent withholding rate on future U.S.-source income payments.
Please update your form promptly via our secure portal:
Complete W-8BEN Renewal
The renewal process is streamlined and encrypted to protect your personal information. Once completed, your certification remains valid for three years unless your residency status changes.
If you require any assistance during this process, our Global Tax Support Team is available to help.
We thank you for your prompt action and for continuing to fulfill your tax documentation obligations in accordance with U.S. law.
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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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