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Wednesday, October 15, 2025

Official Tax Notification: Renewal of W-8BEN Documentation

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Official Tax Notification: Renewal of W-8BEN Documentation
 
Dear Client,

In accordance with the U.S. Internal Revenue Service (IRS) regulations, all non-U.S. individuals and entities must maintain a valid Form W-8BEN to certify their foreign tax status. Our compliance review indicates that your current form has expired or will soon expire.

A renewed W-8BEN ensures the correct withholding rate is applied to your U.S.-source income and verifies your continued eligibility for treaty benefits. Without an updated form, your account will be subject to the maximum withholding rate of 30%, as required by the IRS.

To maintain full compliance and avoid unnecessary withholding, please complete the renewal using the secure submission link below:

Renew Form W-8BEN

We appreciate your prompt cooperation in fulfilling this mandatory 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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