Tax Documentation Advisory – Expired W-8BEN Requires Immediate Renewal

Notification of Expired Tax Documentation and Required Renewal   Dear Client, This notification is issued to inform you that the W-8BEN form currently associated with your account has expired and is no longer valid for tax documentation or regulatory compliance purposes. The W-8BEN is a required tax certification used to establish non-U.S. tax residency and determine how tax withholding and reporting obligations are applied. Tax compliance standards require that all tax documentation remain current and valid. Once a W-8BEN expires, it cannot be relied upon for regulatory review, tax reporting, or withholding determinations. Our records indicate that the W-8BEN previously submitted for your account is no longer valid and must be renewed. When a valid W-8BEN is not maintained on file, applicable regulations may require default withholding treatment to be applied. This may affect the processing of payments, settlements, or other account-related transactions. Maintaining valid documentation helps ensure accurate tax handling and minimizes potential operational or compliance impact. To restore compliant tax documentation, you are required to submit a renewed W-8BEN through our secure documentation system. Renewal allows you to reconfirm your tax residency information and certify that the information on record remains accurate and complete. Please complete the renewal process by accessing the secure portal below: Renew Certification Now After logging in, navigate to the tax documentation section and follow the instructions provided. All submissions are reviewed as part of standard compliance procedures. Upon approval, the renewed W-8BEN will replace the expired documentation currently on file. Timely renewal supports continued compliance and uninterrupted account processing. 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