Select the appropriate box to indicate that the FI is a party to a QI, WP, or WT agreement with the IRS and provide the EIN that was issued to the FI for use in identifying itself when acting in its capacity as a QI, WP, or WT. If the FI indicated that it is a party to a QI, WP or WT agreement and the FI intends to maintain its status as a QI, WP or WT select "Yes". Select "No" if the FI does not intend to maintain its status as a QI, WP or WT. Select “Not Applicable” if the FI is not a party to a QI, WP, or WT agreement with the IRS. Sponsoring Entities: A sponsoring entity should select "Not Applicable," unless the sponsoring entity is a party to a QI, WP, or WT agreement with the IRS and intends to maintain its status as a QI, WP, or WT, in which case the sponsoring entity should select the appropriate box and provide the EIN that was issued to it for use in identifying itself when acting in its capacity as a QI, WP, or WT.
