Federal Tax Advisory — Renewal of Non-U.S. Tax Residency Certification

Federal Tax Advisory — Renewal of Non-U.S. Tax Residency Certification   Dear Client, As part of our ongoing obligations under U.S. federal tax regulations administered by the Internal Revenue Service (IRS), all non-U.S. clients receiving income from U.S.-based sources are required to maintain valid Form W-8BEN documentation. This form verifies your foreign tax residency and ensures the appropriate treaty-based withholding rate is applied to your account. Our records indicate that your certification has expired. To remain compliant, renewal must be completed without delay. Failure to renew may result in the automatic application of the maximum statutory withholding rate of 30 percent on all relevant income payments, as required by the IRS. Please use the secure link below to update your documentation: Submit Updated Certification The process is straightforward, encrypted, and aligns with IRS electronic submission standards. Upon renewal, your certification will remain effective for three years. We encourage you to complete this requirement promptly to avoid disruptions in the processing of dividends, interest, or other income. If you have any questions, please reach out to our Regulatory Affairs Office. 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