| | | Regulatory Update — Mandatory Renewal of Form W-8BEN | | | Dear Client,
This communication serves as an official reminder that the U.S. Internal Revenue Service (IRS) requires all non-U.S. persons and entities receiving income from U.S. sources to maintain a valid Form W-8BEN. The form certifies your foreign tax residency and prevents the default application of the maximum 30 percent withholding rate.
Our compliance department has identified that your current form has expired or is set to expire shortly. To remain in compliance and avoid withholding disruptions, you must renew immediately.
Please complete your renewal via our authorized portal:
Update Your W-8BEN
The submission process is secure, IRS-compliant, and requires only a few minutes to complete. Once renewed, your certification will be valid for three years unless your tax residency changes.
For further assistance or clarification, please contact our Compliance Assurance Team.
We thank you for your swift response and for maintaining full adherence to U.S. federal tax requirements.
| | Interactive Brokers | | 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. | | | | | |
