Updated Qualified Intermediary/Withholding Foreign Partnership/Withholding Foreign Trust Application and Account Management System - QI System


QI, WP, WTs use the online application to apply for and manage their QI, WP, WT status with the IRS. The QI system automates and supports the IRS QI program. The applicant is able to create an account and enter application information to apply for QI, WP or WT status or enter renewal of agreement information (for existing QI, WP, or WTs). Users can upload files such as Form SS-4 (request for EIN) and Form 2848 (Power of Attorney) as part of these processes.

The system has been recently updated to improve performance and user interface.

Further information regarding the QI system can be found on the QI System FAQ page and the QI system user guidePDF.