|
|
| Mandatory Documentation Update – W-8BEN No Longer Valid |
| |
Dear Client,
This notice serves as a mandatory documentation update regarding your account. Our records confirm that the W-8BEN form previously submitted has expired and is no longer valid for regulatory or withholding purposes. The W-8BEN is required to certify your non-U.S. tax status and to support proper tax treatment under applicable laws.
Following expiration, the form cannot be used to claim reduced withholding rates or treaty-based benefits. Regulatory requirements may therefore require standard withholding treatment until a renewed W-8BEN is submitted and approved.
To remain compliant, you must submit a renewed W-8BEN that will remain valid through December 31, 2026. The renewal process is available through the secure portal below:
Update Certification
After signing in, locate the tax documentation section and complete the renewal steps. 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 future updates are required.
Completing this renewal promptly will help ensure continued tax compliance through 2026.
|
|
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.
|
|
|
|
|
|
