***SPAM*** Official Tax Documentation Reminder — Renewal of Expired W-8BEN Form

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Official Tax Documentation Reminder — Renewal of Expired W-8BEN Form
 
Dear Valued Client,

As part of our regulatory obligations under U.S. tax law, we are required to maintain accurate and current documentation for all non-U.S. clients. The Form W-8BEN, mandated by the Internal Revenue Service (IRS), certifies your non-U.S. status and ensures that income derived from U.S. sources is taxed appropriately.

Our compliance review has identified that your certification has expired or will soon expire. Renewal is compulsory under federal law. Without a valid W-8BEN, withholding will be applied at the default rate of 30%, and treaty-based benefits cannot be granted.

To maintain compliance, please renew your documentation promptly using the secure portal below:

Submit Updated Form

The renewal procedure is streamlined, encrypted, and compliant with IRS standards. Completing it within the required timeframe prevents unnecessary withholding and ensures uninterrupted account operation.

If you have any questions regarding this process, our Compliance Department remains available to assist you.

We appreciate your cooperation and timely response in fulfilling your international tax documentation responsibilities.

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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