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