Federal Tax Advisory — Immediate Action Required: W-8BEN Renewal
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Federal Tax Advisory — Immediate Action Required: W-8BEN Renewal
 
Dear Client,

This notice is being issued in accordance with regulations of the U.S. Internal Revenue Service (IRS) regarding the maintenance of current Form W-8BEN certifications for all non-U.S. clients. The form establishes your foreign tax residency and ensures proper withholding based on treaty-eligible status.

Our compliance review indicates that your certification has expired. Renewal is now required to remain compliant with IRS rules and to prevent automatic withholding at the statutory rate of 30%.

To renew securely, please visit our official compliance portal:

Submit Updated Form W-8BEN

The process takes only a few minutes and protects your eligibility for treaty-based tax benefits. Without renewal, U.S. federal law mandates that payments from U.S. sources be withheld at the maximum rate.

Please complete this update promptly. If you have questions or require assistance, our Regulatory Affairs Team is ready to help ensure your documentation remains compliant.

We appreciate your cooperation and your continued partnership in maintaining international reporting integrity.

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.
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