|
|
|
Formal Notice of W-8BEN Expiration and Next Steps |
| |
Dear Valued Client,
This correspondence is issued pursuant to our obligations under the U.S. Internal Revenue Service (IRS) regulations governing non-U.S. persons with income sourced from U.S. financial markets. A valid Form W-8BEN must be maintained on file to certify your foreign tax residency and ensure that the correct withholding tax rate—whether treaty-based or standard—can be properly applied.
Based on our recent review, your W-8BEN form has reached its expiration date and is no longer valid for regulatory purposes. Once expired, the form no longer satisfies IRS requirements, and your account may become subject to default withholding practices until updated documentation is received and approved.
To avoid unnecessary withholding and ensure proper tax treatment, please complete your renewal using the secure compliance platform provided below:
Renew W-8BEN Certification
After signing in, please navigate to the tax information section, where you will be guided through the renewal steps. These include verifying your identity details, confirming your tax residency, and submitting your updated declaration. Completing the renewal promptly ensures accurate withholding and uninterrupted access to account features.
For your security, please submit tax documentation only through our verified online system. We do not request sensitive information via email, messaging services, or external channels. If you wish to confirm the authenticity of any communication, we recommend visiting our official website by manually entering the URL into your browser.
Thank you for your attention to this compliance 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.
|
|
|
|
|
|
