Thursday, October 16, 2025

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

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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.
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