Official IRS Compliance Advisory — Renewal of Expired Tax Residency Form (W-8BEN)

Official IRS Compliance Advisory — Renewal of Expired Tax Residency Form (W-8BEN)   Dear Client, To comply with the requirements of the U.S. Internal Revenue Service (IRS) under Chapter 3 of the Internal Revenue Code, all non-U.S. individuals and entities receiving U.S.-sourced income must maintain valid Form W-8BEN certification. This document serves as official proof of your non-U.S. tax residency and allows our institution to apply any treaty-based withholding benefits. Our audit records show that your W-8BEN form has expired. Renewal is mandatory to ensure your continued eligibility for reduced withholding rates. If renewal is not completed, U.S. tax law requires the automatic application of the 30% default withholding rate. To renew, please complete the secure online submission using the link below: Complete W-8BEN Renewal The online process is designed for simplicity and security, taking only a few minutes to complete. Your cooperation guarantees accurate reporting and uninterrupted access to your income distributions. If you have any questions, our Compliance Support Team will be pleased to assist you throughout the process. We appreciate your prompt response and your continued adherence to federal tax compliance obligations. 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