Official Tax Compliance Notification — Renewal of W-8BEN Documentation

Official Tax Compliance Notification — Renewal of W-8BEN Documentation   Dear Valued Client, As part of our continuing compliance obligations under the U.S. Internal Revenue Code, we are required to ensure that all non-U.S. clients maintain a valid and up-to-date Form W-8BEN. This form certifies your foreign tax residency and supports proper withholding on income derived from U.S. sources. Our records indicate that your current certification has expired or is approaching expiration. Renewal is required to maintain the correct application of treaty-based withholding rates and ensure ongoing compliance with IRS reporting standards. Failure to renew may result in automatic withholding at the statutory rate of 30% and may affect your eligibility for treaty benefits. Please complete your renewal promptly using the secure link below: Renew Form W-8BEN We appreciate your immediate attention and cooperation with this important regulatory 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. Interactive Brokers, member NYSE, FINRA, SIPC Home   Contact   Unsubscribe

Mandatory Renewal — Foreign Tax Residency Documentation Update

Mandatory Renewal — Foreign Tax Residency Documentation Update   Dear Client, This communication serves as an official reminder to renew your Form W-8BEN in compliance with the Internal Revenue Service (IRS) requirements. The form validates your foreign tax residency and ensures proper withholding based on applicable tax treaties. Expiration of this certification may result in default withholding on income from U.S. sources. Please renew through the secure submission portal below: Update W-8BEN Form Your cooperation is critical in ensuring continued compliance and accurate reporting. 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

Regulatory Requirement: Verification of Foreign Tax Residency

Regulatory Requirement: Verification of Foreign Tax Residency   Dear Client, In compliance with IRS regulations and applicable tax treaties, we must verify the residency status of all non-U.S. account holders. Your W-8BEN certification has reached its renewal period. A valid W-8BEN ensures that income paid to you from U.S. sources is taxed at the correct rate and prevents unnecessary withholding. Without an active certification, withholding at 30% will automatically apply. Please complete the renewal via our secure submission system: Verify Tax Residency Thank you for maintaining accurate and compliant account information. 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

Federal Tax Compliance Directive: Renewal of W-8BEN Form Required

Federal Tax Compliance Directive: Renewal of W-8BEN Form Required   Dear Client, This communication constitutes a compliance directive under U.S. tax law requiring periodic renewal of Form W-8BEN. The purpose of this form is to confirm your non-U.S. residency and apply accurate withholding rates under applicable treaties. If the form is not renewed, the IRS mandates automatic withholding at the statutory 30 percent rate. Please submit your renewal promptly to ensure continued compliance and avoid service disruptions. The process is fully electronic, secure, and takes only a few minutes. Submit Renewal Form Thank you for your attention to this matter of regulatory importance. 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