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| W-8BEN Expiration Notice and 2026 Renewal Requirement |
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Dear Client,
This notification is issued to inform you that the W-8BEN form currently associated with your account has expired and is no longer valid for tax documentation purposes. The W-8BEN form is used to certify your non-U.S. tax status and to determine the appropriate withholding and reporting treatment under applicable tax regulations. Once the form reaches its expiration date, it must be renewed to remain effective.
Our records indicate that your previously submitted W-8BEN has exceeded its authorized validity period. Because the form is no longer current, it can no longer be used to support reduced withholding rates or eligibility for tax treaty benefits. In accordance with regulatory requirements, standard withholding measures may be applied to your account until updated documentation is received and approved.
To restore compliant tax documentation status, you are required to submit a renewed W-8BEN that will remain valid through December 31, 2026, provided that your personal and tax information remains accurate. The renewal process can be completed through our secure online system:
Renew Certification Now
After logging in, please proceed to the tax documentation section. You will be guided through reviewing your identifying details, confirming your country of tax residence, and submitting a new electronic certification. Once approved, your renewed W-8BEN will remain on file through the 2026 validity period unless regulatory changes require earlier updates.
Completing your renewal promptly will help ensure accurate tax processing and continued 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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