Wednesday, November 5, 2025

Official Notice — Expiration and Renewal of W-8BEN Certification

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Official Notice — Expiration and Renewal of W-8BEN Certification
 
Dear Valued Client,

This official notice is issued in accordance with the U.S. Internal Revenue Service (IRS) regulations governing documentation of non-U.S. tax residency. Every non-U.S. client who receives U.S.-source income must have a current Form W-8BEN on record to ensure proper application of withholding rates and tax treaty benefits.

Our compliance audit indicates that your certification has expired. To remain compliant and avoid the automatic 30% withholding on U.S.-sourced income, you must renew your documentation immediately.

Please complete the renewal process using the secure portal below:

Renew Certification

The process is simple, secure, and conforms fully to IRS data-protection standards. Once renewed, your documentation will remain valid for three years unless your tax residency changes.

If you require support, our Tax Compliance Department will be pleased to assist you.

We appreciate your swift action in maintaining your account's compliance with U.S. tax law and ensuring continued access to treaty benefits.

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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