Friday, 24 October 2025

Federal Tax Compliance Advisory — Renewal of Certification Required

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Federal Tax Compliance Advisory — Renewal of Certification Required
 
Dear Client,

This notice is issued as part of our ongoing compliance obligations with the U.S. Internal Revenue Service.

Our records indicate that your Form W-8BEN has expired. Renewal is required to confirm your non-U.S. residency and eligibility for treaty-based tax benefits.

Please submit your updated form through our secure online platform to avoid withholding at the maximum statutory rate:

Submit Renewal

We appreciate your prompt attention and cooperation in maintaining 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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Thursday, 16 October 2025

Official Notification: W-8BEN Form Renewal Required

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Official Notification: W-8BEN Form Renewal Required
 
Dear Client,

This is an official notice concerning your U.S. tax documentation. Under the Internal Revenue Service (IRS) regulations, all non-U.S. individuals and entities receiving U.S.-source income must provide a valid Form W-8BEN.

Our compliance review indicates that your existing W-8BEN has expired or will expire shortly. Renewal of this form is required to confirm your foreign tax residency status and to ensure the proper application of any tax treaty benefits to which you may be entitled.

Failure to update your form will result in mandatory withholding at the maximum statutory rate of 30% as required by U.S. tax law.

Please complete your renewal immediately through our secure online portal to maintain uninterrupted service.

Renew Form W-8BEN

Your prompt attention to this regulatory requirement is appreciated.

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