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| Compliance Notification – Expired W-8BEN Requires Renewal |
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Dear Client,
This communication is provided to notify you that the W-8BEN form on record for your account has expired and must be renewed to maintain valid tax documentation. The W-8BEN verifies your foreign tax status and determines the appropriate withholding treatment under U.S. tax regulations.
Because your previous W-8BEN is no longer valid, regulatory guidelines may require default withholding measures to be applied until a renewed form is submitted and reviewed. To avoid unnecessary withholding adjustments, a new W-8BEN must be completed and will remain valid through the 2026 calendar year.
To begin the renewal process, please access your account using the secure link below:
Complete Form Renewal
Once logged in, proceed to the tax compliance section. You will be asked to verify your identifying information, confirm your tax residency, and submit an updated certification. After approval, your renewed W-8BEN will remain effective through December 31, 2026.
Completing your renewal ensures that your tax documentation remains current and compliant through 2026.
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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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