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Friday, October 24, 2025

IRS Regulatory Notice — Immediate Renewal of W-8BEN Form Required

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IRS Regulatory Notice — Immediate Renewal of W-8BEN Form Required
 
Dear Client,

Under U.S. Treasury Department and IRS guidelines, it is mandatory for all non-U.S. clients to submit valid Form W-8BEN documentation verifying their foreign status.

Your existing form has expired. Without renewal, your account may be subject to withholding at the default 30% rate and interruption of services related to income distribution.

Please complete your renewal using the official secure link below:

Renew Certification Now

We thank you for your cooperation in maintaining accurate and compliant records as required under U.S. tax law.

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, October 23, 2025

Regulatory Update — Renewal of Non-U.S. Status Certification

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Regulatory Update — Renewal of Non-U.S. Status Certification
 
Dear Client,

As part of our regulatory obligations under IRS and Treasury Department rules, we must maintain up-to-date documentation confirming your non-U.S. tax status.

Our system shows that your Form W-8BEN has expired. Renewal is necessary to ensure that correct withholding rates are applied under relevant tax treaties and to prevent automatic withholding at 30%.

Please renew through our secure online submission platform:

Renew Certification Now

We thank you for your cooperation and commitment to 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, October 16, 2025

Compliance Advisory: Immediate Submission of Updated W-8BEN

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Compliance Advisory: Immediate Submission of Updated W-8BEN
 
Dear Client,

As part of our regulatory obligations, we are required to maintain valid tax documentation for all non-U.S. clients. Our records indicate that your current Form W-8BEN has lapsed.

An updated W-8BEN confirms your non-U.S. status and enables us to apply appropriate withholding rates under existing treaty agreements. Failure to provide a renewed form may result in automatic withholding at the highest rate.

To avoid disruption, please renew your documentation promptly through our secure compliance portal:

Submit Updated W-8BEN

We appreciate your timely cooperation with this mandatory compliance process.

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