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Federal Compliance Update: W-8BEN Documentation Expired |
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Dear Client,
Our periodic compliance review indicates that your W-8BEN form is no longer valid. The IRS requires financial institutions to retain current documentation for all non-U.S. clients to determine the correct withholding rate.
Please submit a renewed W-8BEN immediately to prevent withholding at the maximum rate and to avoid delays in income distribution.
Renew My Form
We appreciate your cooperation in keeping your records current and compliant.
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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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