Thursday, November 6, 2025

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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