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| Required Tax Documentation Update – W-8BEN Has Expired |
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Dear Client,
This notice is issued to inform you that the W-8BEN form currently on record for your account has expired and is no longer valid for tax compliance purposes. The W-8BEN is a required tax certification used to confirm your status as a non-U.S. individual and to determine the appropriate withholding and reporting treatment under applicable tax regulations.
In accordance with regulatory requirements, a W-8BEN form remains valid only for a limited period. Once the validity period ends, the form can no longer be relied upon to support reduced withholding rates or any applicable tax treaty benefits. Our records indicate that your previously submitted W-8BEN has reached its expiration date and must now be renewed.
If a valid W-8BEN is not on file, regulatory standards may require default withholding treatment to be applied to your account. This may affect how certain payments, income distributions, or other account transactions are processed until updated documentation is received and approved.
To maintain compliant tax records, you are required to submit a renewed W-8BEN that will remain valid through December 31, 2026, provided that your tax residency and personal information remain accurate. The renewal process must be completed through our secure documentation system:
Renew Certification Now
After accessing the portal, please navigate to the tax documentation section. You will be asked to review your existing information, confirm your country of tax residence, and submit a new electronic certification. Once approved, your renewed W-8BEN will remain effective through the 2026 tax year unless regulatory changes require an earlier update.
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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