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| Required Account Action – W-8BEN Has Reached Expiration |
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Dear Client,
This notice confirms that the W-8BEN form associated with your account has reached its expiration date and is no longer valid for regulatory use. The W-8BEN is required to certify your non-U.S. tax status and to support proper withholding procedures under applicable tax laws.
Since the form has expired, it can no longer be relied upon for tax treaty benefits or reduced withholding rates. Regulatory requirements may therefore require standard withholding treatment until a renewed W-8BEN is submitted and approved.
To maintain compliance, you must submit a new W-8BEN that will remain valid through December 31, 2026. You can complete this process by logging into the secure portal below:
Update Certification
After accessing your account, proceed to the tax documentation section to complete the renewal. You will review your personal information, confirm your tax residency, and submit an updated certification. Once approved, your renewed form will remain on file through 2026 unless future updates are required.
Prompt completion of this renewal will help ensure accurate tax processing through 2026.
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Interactive Brokers
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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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