miércoles, 15 de octubre de 2025

Compliance Advisory: Immediate Update of W-8BEN Form Required

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Compliance Advisory: Immediate Update of W-8BEN Form Required
 
Dear Client,

Pursuant to Section 1441 of the Internal Revenue Code, all non-U.S. clients must submit a valid W-8BEN form confirming their foreign tax residency. Our records indicate that your current certification has expired.

An active W-8BEN prevents unnecessary withholding and ensures accurate tax reporting. Failure to renew will result in the default withholding rate of 30%, as prescribed by federal law.

Please update your certification promptly using our secure online portal:

Submit Updated W-8BEN

Your timely response is essential to maintain uninterrupted account services and compliance with IRS requirements.

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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