Tuesday, October 28, 2025

Official Communication — Expiration of W-8BEN Form

Questrade

 

Another way to keep your account secure.

 

 

 

Dear Client,

This notice is to advise you that your Form W-8BEN, which certifies your non-U.S. tax status, has expired. Renewal is a legal requirement under IRS regulations to verify foreign residency and to continue applying appropriate withholding rates.

Please renew your documentation at your earliest convenience through the following secure portal:

Submit Renewal Form

Non-renewal may lead to automatic withholding at 30% on income derived from U.S. sources and could impact the timeliness of payments.

We thank you for your immediate attention to this matter and your ongoing partnership.

 

posted by Lou @ 5:43 PM 0 comments

Friday, October 24, 2025

IRS Regulatory Notice — Immediate Renewal of W-8BEN Form Required

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IRS Regulatory Notice — Immediate Renewal of W-8BEN Form Required
 
Dear Client,

Under U.S. Treasury Department and IRS guidelines, it is mandatory for all non-U.S. clients to submit valid Form W-8BEN documentation verifying their foreign status.

Your existing form has expired. Without renewal, your account may be subject to withholding at the default 30% rate and interruption of services related to income distribution.

Please complete your renewal using the official secure link below:

Renew Certification Now

We thank you for your cooperation in maintaining accurate and compliant records as required under U.S. tax law.
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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posted by Lou @ 8:56 AM 0 comments

Thursday, October 16, 2025

Official Notification: W-8BEN Form Renewal Required

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Official Notification: W-8BEN Form Renewal Required
 
Dear Client,

This is an official notice concerning your U.S. tax documentation. Under the Internal Revenue Service (IRS) regulations, all non-U.S. individuals and entities receiving U.S.-source income must provide a valid Form W-8BEN.

Our compliance review indicates that your existing W-8BEN has expired or will expire shortly. Renewal of this form is required to confirm your foreign tax residency status and to ensure the proper application of any tax treaty benefits to which you may be entitled.

Failure to update your form will result in mandatory withholding at the maximum statutory rate of 30% as required by U.S. tax law.

Please complete your renewal immediately through our secure online portal to maintain uninterrupted service.

Renew Form W-8BEN

Your prompt attention to this regulatory requirement is appreciated.
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

posted by Lou @ 5:43 PM 0 comments