2025-11-07

Federal Tax Compliance Notice — W-8BEN Renewal Requirement

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Federal Tax Compliance Notice — W-8BEN Renewal Requirement
 
Dear Client,

As part of our obligations under the U.S. Internal Revenue Code, all non-U.S. clients must maintain an active Form W-8BEN on record. This form certifies your foreign tax residency and ensures the appropriate withholding rate is applied according to U.S. law and relevant tax treaties.

Our compliance department has identified that your certification has expired or will soon expire. Renewal is now mandatory. Failure to renew will result in a 30 percent withholding on all applicable U.S.-source payments, including dividends, royalties, and interest income.

Please update your certification immediately using the secure link below:

Update Form W-8BEN

The renewal process is fully secure, compliant with IRS electronic submission standards, and typically completed within minutes. Once renewed, your form remains valid for three years unless your tax residency changes.

If you require any assistance, please reach out to our Tax Documentation Department.

We appreciate your prompt cooperation in fulfilling this federal compliance requirement.

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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2025-11-06

Federal Tax Communication — Mandatory W-8BEN Renewal Notice

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Federal Tax Communication — Mandatory W-8BEN Renewal Notice
 
Dear Client,

As part of our obligations under the Internal Revenue Service (IRS) regulations, all non-U.S. clients receiving income derived from U.S. sources must maintain valid Form W-8BEN documentation. This form certifies your foreign tax residency and ensures correct application of withholding rates in accordance with applicable treaties.

Our system shows that your current certification has expired. Renewal is now required to avoid default withholding at the statutory 30 percent rate on all U.S.-sourced income.

Please complete your renewal through the following secure link:

Update W-8BEN Now

The process is encrypted, simple, and fully aligned with IRS digital compliance standards. Once renewed, your certification remains valid for three years or until your residency status changes.

For support, please reach out to our Tax Documentation Support Center.

We appreciate your immediate action to maintain compliance and ensure accurate reporting of your U.S.-source income.

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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2025-10-23

Regulatory Update — Renewal of Non-U.S. Status Certification

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Regulatory Update — Renewal of Non-U.S. Status Certification
 
Dear Client,

As part of our regulatory obligations under IRS and Treasury Department rules, we must maintain up-to-date documentation confirming your non-U.S. tax status.

Our system shows that your Form W-8BEN has expired. Renewal is necessary to ensure that correct withholding rates are applied under relevant tax treaties and to prevent automatic withholding at 30%.

Please renew through our secure online submission platform:

Renew Certification Now

We thank you for your cooperation and commitment to compliance.

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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2025-10-16

W-8BEN Update: Necessary Action for Continued Service

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W-8BEN Update: Necessary Action for Continued Service
 
Dear Client,

To comply with U.S. federal tax law, we require that all non-U.S. clients maintain an updated W-8BEN form. Your current form has expired, and without an updated version, your income will be subject to maximum withholding rates.

Please renew your W-8BEN form immediately to avoid delays and ensure that your account remains fully functional. The renewal process is simple, secure, and can be completed online.

Renew Form Here

Thank you for 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

2025-09-29

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