Tax Forms

Forms and Disclosures

Tax Forms

Initial Application Forms

W-8BEN
January 29, 2016		 Download
W-8BEN-E
January 29, 2016		 Download
W-8IMY
January 29, 2016		 Download
W-9
January 29, 2016		 Download

Yearly Reporting Forms

1042S
2017		 Download
1099
2017		 Download
NR4
2017		 Download
RL-3 (English Instructions)
2016		 Download
RL-3
2016		 Download
RL-15 (English Instructions)
2016		 Download
RL-15
2016		 Download
RL-16 (English Instructions)
2017		 Download
RL-16
May 16, 2011		 Download
RL-18 (English Instructions)
2015		 Download
RL-18
May 16, 2011		 Download
T3
2017		 Download
T5
2015		 Download
T5008
2016		 Download
T5013
2015		 Download

The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed income can be substantial. Options are not suitable for all investors. For more information, read the "Characteristics and Risks of Standardized Options".

Your capital is at risk and your losses may exceed the value of your original investment.

Interactive Brokers (U.K.) Limited is authorised and regulated by the Financial Conduct Authority. FCA Reference Number 208159.

Interactive Brokers LLC is regulated by the US SEC and CFTC and is a member of the SIPC (www.sipc.org) compensation scheme;
products are only covered by the UK FSCS in limited circumstances.

Before trading, customers must read the relevant risk disclosure statements on our Warnings and Disclaimers page.

For a list of IBG memberships worldwide, see our exchange listings.