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| Regulatory Requirement Notice – Renewal of Expired W-8BEN |
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Dear Client,
This regulatory requirement notice is issued to inform you that your W-8BEN form has expired and must be renewed to maintain valid tax documentation. The W-8BEN establishes your foreign tax status and determines the withholding treatment applied to your account under applicable tax regulations.
Once the form expires, it cannot be relied upon to support reduced withholding. Until a renewed W-8BEN is submitted and approved, standard withholding measures may apply in accordance with regulatory requirements.
To maintain compliant documentation, you are required to submit a renewed W-8BEN that will remain effective through the end of 2026. The renewal process can be completed through the secure system below:
Complete W-8BEN Renewal
After logging in, navigate to the tax certification section and follow the instructions to complete your renewal. You will be asked to confirm your identifying information, verify your tax residency, and submit an updated declaration. Once approved, your documentation will remain valid through December 31, 2026.
Renewing your W-8BEN now will help ensure continued regulatory 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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