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| Tax Compliance Status Update – Expired W-8BEN Requires Action |
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Dear Client,
This communication is provided as a formal update regarding your tax compliance status. The W-8BEN form on file for your account has expired and is no longer valid under current tax documentation requirements. The W-8BEN is a mandatory form used to certify foreign tax status and to determine how withholding obligations are applied.
Because the form is no longer valid, it cannot be relied upon to support preferential withholding treatment. In accordance with regulatory guidance, default withholding may be applied to your account until a renewed and approved W-8BEN is received.
To maintain compliant tax records, you must submit a new W-8BEN that will remain effective through the 2026 calendar year. The renewal process can be completed by accessing the secure link below:
Complete Form Renewal
Once logged in, navigate to the tax compliance section. You will be guided through confirming your identity, verifying your tax residency, and submitting an updated certification. Upon approval, your renewed W-8BEN will remain valid through December 31, 2026, unless changes to your circumstances require an earlier update.
Prompt renewal will help ensure uninterrupted 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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