Qualified Intermediary with Private Arrangement Intermediary (PAI)
When applying for or renewing Qualified Intermediary (QI) status as well as filing an Audit Report or Waiver Request, QIs should supply a PAI Update by completing the PAI Update Form using the instructions provided as guidance.
Please mail your completed forms to our IRS New York office located at:
Qualified Intermediary Program
290 Broadway, 12th Floor, NW
New York, N.Y. 10007
Attn: PAI Identification Unit