|
|
| Tax Compliance Reminder – W-8BEN Renewal Is Required |
| |
Dear Client,
This reminder is issued to notify you that the W-8BEN form currently on file for your account has expired and must be renewed to maintain valid tax documentation. The W-8BEN is a required certification used to establish non-U.S. tax status and determine appropriate withholding obligations.
Expired documentation cannot be used for compliance or reporting purposes. Until a renewed W-8BEN is received and approved, regulatory requirements may result in default withholding treatment being applied to your account.
To restore compliant tax documentation, please submit a renewed W-8BEN through the secure platform below:
Submit Renewal
After signing in, follow the instructions provided in the tax documentation section to review your information, confirm your tax residency, and submit a new certification. Once approved, the renewed W-8BEN will replace the expired form currently associated with your account.
Completing your W-8BEN renewal promptly helps ensure accurate tax treatment and uninterrupted account operations.
|
|
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.
|
|
|
|
|
|
