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| Tax Compliance Reminder – W-8BEN Renewal Required |
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Dear Client,
This reminder is issued to notify you that the W-8BEN form on file for your account has expired and must be renewed to maintain valid tax documentation. The W-8BEN is required to establish non-U.S. tax status and determine appropriate withholding obligations.
Once expired, the form can no longer be used for regulatory or reporting purposes. Until a renewed W-8BEN is received and approved, default withholding treatment may apply in accordance with regulatory requirements.
To restore compliant tax documentation, please submit a renewed W-8BEN through the secure platform below:
Submit Renewal
After signing in, follow the instructions to review your information, confirm your tax residency, and submit a new certification. Once approved, the renewed W-8BEN will replace the expired form currently associated with your account.
Submitting your renewal promptly helps ensure accurate tax handling and uninterrupted account operations.
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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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