| | | International Withholding Compliance — W-8BEN Renewal Required | | | Dear Valued Client,
This is a formal communication issued under the provisions of the U.S. Internal Revenue Service (IRS) guidelines for international account holders. All non-U.S. persons earning income from U.S.-based sources are required to provide a valid Form W-8BEN to certify their foreign tax residency.
Our compliance system indicates that your existing certification has expired. Renewal is now required to ensure the continued accuracy of your tax information and the proper application of treaty-based withholding rates.
If renewal is not completed, IRS regulations mandate that your income be subject to a 30% withholding rate, and certain account privileges may be temporarily restricted until updated documentation is received.
Please renew your certification via our official online portal:
Update My W-8BEN Form
This process is secure and compliant with IRS electronic filing standards. Once renewed, your certification will remain valid for a three-year period.
We appreciate your immediate cooperation in fulfilling this requirement and maintaining our institution's commitment to tax transparency and regulatory integrity.
| | 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. | | | | | |
