Official Tax Residency Notice — Renewal of Form W-8BEN Required
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Official Tax Residency Notice — Renewal of Form W-8BEN Required
 
Dear Valued Client,

This letter serves as an official communication pursuant to the regulations of the U.S. Internal Revenue Service (IRS). Under Chapter 3 of the Internal Revenue Code, all non-U.S. individuals and entities receiving income from U.S. sources must maintain valid and current Form W-8BEN documentation. This certification verifies your tax residency status and ensures proper application of treaty-based withholding rates.

Our compliance department has identified that your W-8BEN certification has expired or will soon expire. Renewal is mandatory. Failure to renew may result in the automatic imposition of the statutory 30 percent withholding rate on all U.S.-source payments including dividends, royalties, and interest.

To maintain uninterrupted account activity and preserve your eligibility for treaty benefits, please renew your certification via our secure online portal:

Renew Form W-8BEN

The process is encrypted, efficient, and fully compliant with IRS e-filing requirements. Once submitted, your documentation will remain valid for three years unless there is a change in your residency status.

Should you have any questions or require assistance, please contact our Global Tax Operations Team.

We appreciate your prompt attention to this important regulatory requirement.

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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