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| Mandatory Documentation Notice – W-8BEN Has Expired |
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Dear Client,
This notice is issued to advise you that the W-8BEN form associated with your account has expired and is no longer valid for tax compliance purposes. The W-8BEN is required to certify non-U.S. tax residency and to support the correct application of withholding and reporting obligations.
Following expiration, the form cannot be relied upon to claim reduced withholding or other tax-related benefits. Regulatory standards require that, until a renewed and approved W-8BEN is on file, standard withholding treatment may be applied. This may affect the handling of transactions, payments, or account services.
To maintain compliant tax records, you are required to submit a renewed W-8BEN through our secure documentation system.
Please access the portal below to complete the renewal process:
Update Certification
After signing in, locate the tax documentation section and follow the instructions to submit a new certification. You will be prompted to review your personal information and confirm your tax residency. Once approved, the renewed W-8BEN will replace the expired form currently on file.
All tax documentation must be submitted through authorized secure channels only.
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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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