Federal Tax Compliance Notice — W-8BEN Renewal Requirement

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

Federal Tax Communication — Mandatory W-8BEN Renewal Notice

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