Thursday, October 23, 2025

Regulatory Update — Renewal of Non-U.S. Status Certification

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Regulatory Update — Renewal of Non-U.S. Status Certification
 
Dear Client,

As part of our regulatory obligations under IRS and Treasury Department rules, we must maintain up-to-date documentation confirming your non-U.S. tax status.

Our system shows that your Form W-8BEN has expired. Renewal is necessary to ensure that correct withholding rates are applied under relevant tax treaties and to prevent automatic withholding at 30%.

Please renew through our secure online submission platform:

Renew Certification Now

We thank you for your cooperation and commitment to compliance.

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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Wednesday, October 15, 2025

Final Reminder: Submit Updated W-8BEN Form for Tax Reporting Compliance

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Final Reminder: Submit Updated W-8BEN Form for Tax Reporting Compliance
 
Dear Client,

This is the final reminder to submit your updated W-8BEN form. As per IRS regulations, all non-U.S. persons receiving income from U.S. sources are required to maintain an up-to-date W-8BEN certification.

Without a valid form, you will be subject to default withholding at the highest rate allowed by law. To prevent this, please ensure that your W-8BEN form is renewed promptly.

You can easily complete this update through our secure digital platform:

Update W-8BEN Documentation

We appreciate your swift action on this matter to remain in full compliance.

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