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| Expired W-8BEN – Renewal Required for Continued Tax Compliance |
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Dear Client,
This notice is provided to inform you that your W-8BEN form has expired and must be renewed to remain compliant with tax documentation standards. The W-8BEN is necessary to certify your foreign tax status and determine appropriate withholding treatment.
Because your previous form is no longer valid, regulatory rules may require default withholding until a new W-8BEN is submitted. To restore proper tax classification, your renewed W-8BEN will be recorded as valid through December 31, 2026.
To submit your renewal, please access the secure system below:
Submit Renewal
After signing in, follow the instructions in the tax documentation section. You will review your information, confirm tax residency, and submit a new certification. Once approved, your documentation will remain effective through 2026.
Completing your renewal will help ensure accurate tax handling 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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