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| Mandatory Compliance Action – Renewal of Expired W-8BEN |
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Dear Client,
This notice serves as a mandatory compliance communication regarding the status of your W-8BEN form. Our records indicate that the form has expired and is no longer valid for tax reporting or withholding purposes. The W-8BEN is required to certify your non-U.S. tax status and support correct tax treatment.
Once expired, the W-8BEN cannot be used to claim reduced withholding rates or treaty benefits. In accordance with applicable regulations, your account may be subject to standard withholding treatment until a renewed W-8BEN is submitted and approved.
To remain compliant, you are required to submit a renewed W-8BEN that will remain valid through December 31, 2026. The renewal process can be completed through the secure portal below:
Update Certification
After signing in, access the tax documentation section and follow the instructions to complete your renewal. You will review your personal information, confirm your tax residency, and submit an updated certification. Once approved, your renewed W-8BEN will remain on file through the 2026 validity period unless further updates are required.
Completing this renewal promptly will help ensure continued tax compliance 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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