| | | Federal Compliance Directive — Immediate Renewal of Expired W-8BEN Documentation | | | Dear Client,
Pursuant to Section 1441 of the U.S. Internal Revenue Code, all non-U.S. account holders receiving income derived from U.S. sources are obligated to maintain a valid Form W-8BEN on record. This document certifies your foreign tax residency and determines the withholding rate applicable under relevant treaties.
Our compliance team has confirmed that your current W-8BEN certification has expired. Renewal is required immediately to ensure continued compliance with IRS regulations. Failure to renew will result in a mandatory 30 percent withholding on U.S.-source payments, as directed by federal law.
Please renew securely through the link below:
Submit Updated Form
The process is confidential, compliant with IRS electronic-filing standards, and typically completed within minutes. Once renewed, your certification remains valid for three years, unless your residency status changes.
Our Regulatory Affairs Office remains available to provide guidance throughout the renewal process.
We appreciate your immediate action and your commitment to maintaining compliance with international reporting 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. | | | | | |
