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Thursday, November 27, 2025

Annual Account Review Confirmation

Interactive Brokers Logo

Action Required: Update Your Tax Certification

Dear Customer,

Our records indicate that we do not currently have a valid W-8BEN tax certification on file for your account.

The W-8BEN form is required by the U.S. Internal Revenue Service (IRS) for all non-U.S. residents. It allows you to:

  • Confirm your status as a non-U.S. person.
  • Claim eligibility for reduced U.S. withholding tax or exemptions under applicable income tax treaties.

Without a valid W-8BEN form, U.S. withholding taxes will be applied automatically:

  • 24% on gross proceeds from sales.
  • Up to 37% on dividends and interest income.

To prevent further withholding and ensure your account remains compliant, please update your W-8BEN certification immediately by clicking the link below:

Update Your Tax Form
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