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Important Advisory: Your W-8BEN Form Has Expired |
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Dear Valued Client,
This correspondence is issued to notify you that the W-8BEN form associated with your account has expired. Under U.S. Internal Revenue Service (IRS) regulations governing non-U.S. persons, a valid Form W-8BEN is required to verify your foreign tax status and ensure that the correct withholding procedures—whether treaty-based or standard—can be accurately applied.
Our compliance review confirms that your existing W-8BEN form is no longer valid. Once a certification expires, regulatory systems automatically default to standard withholding measures. These measures remain in effect until an updated form is submitted and approved.
To avoid unnecessary withholding and ensure proper tax treatment, please complete your renewal through the secure documentation portal provided below:
Renew W-8BEN Certification
After accessing the secure platform, please navigate to the tax certification section within your account dashboard. You will be guided through the steps required to complete a new W-8BEN form, including verification of your personal information, confirmation of your tax residency, and submission of your updated declaration. The renewal process is designed to be efficient and should take only a few minutes to complete.
For your security, please do not send personal or tax-related information through email or any non-secure channels. All official submissions must be completed exclusively through our verified secure environment. If you receive any communication that appears suspicious or unofficial, we strongly recommend typing our website address directly into your browser to access the platform safely.
We appreciate your prompt attention to this matter and encourage you to complete the renewal at your earliest convenience.
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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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