Federal Tax Compliance Directive — Action Required: Renewal of Form W-8BEN

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Federal Tax Compliance Directive — Action Required: Renewal of Form W-8BEN
 
Dear Client,

This correspondence serves as a formal reminder under U.S. Internal Revenue Service (IRS) regulations that all non-U.S. persons receiving income from U.S. sources are required to provide valid Form W-8BEN documentation. The certification verifies your foreign status and allows for the appropriate application of tax treaty benefits.

Our compliance monitoring has identified that your W-8BEN certification is expired. To remain compliant and avoid default withholding at 30%, it is essential that you renew your documentation immediately.

Please renew your certification using the secure online link below:

Renew Certification Now

Renewing ensures that your tax information remains accurate and up-to-date, that you continue to receive any applicable treaty benefits, and that your account remains fully compliant with IRS reporting and withholding requirements.

If you fail to renew within the required timeframe, withholding at the default statutory rate will be applied to all payments, and access to certain account services may be delayed until proper documentation is received.

We appreciate your cooperation and prompt attention to this regulatory requirement.

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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