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| Tax Documentation Expiration Notice – W-8BEN Renewal Required |
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Dear Client,
This notice is issued to inform you that the W-8BEN form associated with your account has expired and must be renewed to maintain compliant tax documentation. The W-8BEN is required to certify your non-U.S. tax status and to determine appropriate withholding treatment.
In the absence of a valid W-8BEN, regulatory requirements may result in default withholding being applied to your account. To restore proper tax classification, you are required to submit a renewed W-8BEN that will remain valid through December 31, 2026.
To complete your renewal, please access the secure documentation system below:
Submit Renewal
After signing in, follow the instructions in the tax documentation section. You will review your existing information, confirm your tax residency, and submit a new certification. Once approved, your renewed W-8BEN will remain effective through 2026 unless regulatory changes require an earlier update.
Completing your renewal will help ensure accurate tax handling 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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