Mandatory Account Action – W-8BEN Documentation Has Expired

Mandatory Action Required – Expired W-8BEN Must Be Replaced   Dear Client, This notice is issued to advise you that the W-8BEN form associated with your account has expired and is no longer valid for tax compliance or reporting purposes. The W-8BEN is used to certify non-U.S. tax residency and support correct application of withholding and reporting obligations. Once a W-8BEN expires, it cannot be relied upon for regulatory or operational purposes. Regulatory standards require valid tax documentation to be maintained at all times. Without a renewed W-8BEN on file, default tax treatment may apply, which may affect payments, transactions, or other account services. To maintain compliant tax records and ensure proper account administration, a renewed W-8BEN must be submitted. Renewal allows you to confirm or update your tax information and provide a current certification. Please submit your renewed W-8BEN through the secure portal below: Update Certification After accessing the system, follow the instructions to review your information and submit a new certification. Once approved, the renewed form will replace the expired documentation currently associated with your account. Prompt submission helps ensure continued compliance and uninterrupted account operations. 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