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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

Page Last Reviewed or Updated: 08-Jan-2015