Mandatory Documentation Update – W-8BEN Is No Longer Valid

Tax Records Review Notice – Renewal of W-8BEN Required   Dear Client, As part of routine tax records maintenance, we have identified that the W-8BEN form on file for your account has expired. The W-8BEN is a required document used to confirm tax residency status and apply correct withholding treatment. Expired documentation no longer meets regulatory requirements. Until a renewed W-8BEN is received and approved, applicable regulations may require standard withholding rules to apply. This may affect how certain payments or account activities are processed. To update your tax records and restore compliant documentation, you are required to submit a renewed W-8BEN through our secure documentation system. Please access the secure portal below to complete the renewal process: Complete W-8BEN Renewal After logging in, navigate to the tax documentation section and complete the required steps. Your submission will be reviewed in accordance with compliance standards, and the renewed form will replace the expired record currently on file. Completing this update promptly helps ensure accurate tax handling and continued compliance. 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