| | | Compliance Directive — Renewal of W-8BEN Form Required | | | Dear Client,
Under the U.S. Internal Revenue Code, all non-U.S. individuals and entities earning income from U.S. sources must maintain current Form W-8BEN certification. This document serves as your formal declaration of foreign tax residency and determines the applicable treaty-based withholding rate.
Our compliance review has determined that your current certification has expired. Renewal is now required to remain compliant with IRS regulations. If your renewal is not received, U.S. tax law requires withholding at the maximum 30% rate on all relevant income payments.
To renew securely, please visit the following link:
Renew Your W-8BEN
The process is safe, encrypted, and typically completed within minutes. Once renewed, your certification remains valid for a three-year period, unless your tax residency changes.
For assistance, please contact our Tax Compliance Office.
We appreciate your prompt response and your continued partnership in maintaining adherence to international tax regulations.
| | 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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