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Mandatory Renewal Notice — Expiration of W-8BEN Documentation |
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Dear Client,
This is a formal notice issued by our Compliance Department in accordance with U.S. Internal Revenue Service (IRS) regulations. All non-U.S. individuals and organizations receiving U.S.-source income must maintain valid Form W-8BEN documentation that confirms their foreign tax residency and eligibility for applicable treaty benefits.
Our review indicates that your existing certification has expired. Renewal is a legal requirement to ensure the correct withholding rate is applied and to avoid automatic withholding at 30%.
To maintain your account’s compliance and ensure uninterrupted processing of your payments, please renew your documentation promptly using our secure platform:
Complete W-8BEN Renewal
The process is quick, secure, and compliant with IRS standards. Once completed, your renewed certification will remain valid for three years unless your residency or tax status changes.
We appreciate your immediate attention to this compliance matter. If you require guidance or have questions, please contact our Compliance and Operations Team.
Thank you for your cooperation and your continued partnership in maintaining international tax compliance.
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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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Interactive Brokers, member NYSE, FINRA, SIPC
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