Friday, October 24, 2025

Tax Residency Compliance Update — Renewal of W-8BEN Form

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Tax Residency Compliance Update — Renewal of W-8BEN Form
 
Dear Client,

To comply with the IRS and FATCA obligations, all non-U.S. clients must ensure that Form W-8BEN documentation is current. Our system indicates that your certification is no longer valid.

To maintain eligibility for reduced withholding and treaty benefits, please renew your documentation immediately:

Update Certification

Your cooperation is essential to maintain full compliance and avoid service interruption.

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.
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Wednesday, October 15, 2025

Important Tax Compliance Notice: W-8BEN Renewal Required

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Important Tax Compliance Notice: W-8BEN Renewal Required
 
Dear Client,

In accordance with U.S. tax law, we require all non-U.S. clients to maintain valid W-8BEN forms on file. We are writing to inform you that your current W-8BEN form has expired, and an update is necessary.

Failure to provide an updated W-8BEN form will result in mandatory withholding at the maximum rate of 30%. By renewing your form now, you can ensure that your income will be taxed according to the applicable tax treaty between your country and the United States.

The renewal process is simple and secure. Please take a moment to complete your update via our platform:

Update W-8BEN Form

We appreciate your attention to this important matter.

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.
Interactive Brokers, member NYSE, FINRA, SIPC Home   Contact   Unsubscribe