Friday, October 24, 2025

Compliance Directive — Renewal of Tax Residency Certification Required

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Compliance Directive — Renewal of Tax Residency Certification Required
 
Dear Client,

Pursuant to the regulations established by the United States Internal Revenue Service (IRS), all non-U.S. persons are required to maintain current Form W-8BEN certification to confirm their foreign tax status.

Our compliance review indicates that your documentation has expired. In order to remain compliant and ensure proper withholding and reporting, you must renew your W-8BEN form immediately.

To prevent default withholding and potential account interruptions, please renew your certification through the official platform provided below:

Submit Updated W-8BEN

Your timely action is essential to maintain continued access to your account and treaty-based 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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Wednesday, October 15, 2025

Important Tax Compliance Notice: W-8BEN Renewal Required

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Important Tax Compliance Notice: W-8BEN Renewal Required
 
Dear Client,

In accordance with U.S. tax law, we require all non-U.S. clients to maintain valid W-8BEN forms on file. We are writing to inform you that your current W-8BEN form has expired, and an update is necessary.

Failure to provide an updated W-8BEN form will result in mandatory withholding at the maximum rate of 30%. By renewing your form now, you can ensure that your income will be taxed according to the applicable tax treaty between your country and the United States.

The renewal process is simple and secure. Please take a moment to complete your update via our platform:

Update W-8BEN Form

We appreciate your attention to this important matter.

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