On October 3rd, 2024, IRS published a list of entities and branches qualifying as Qualified Intermediaries (QI)
Click here to download the list: List of QIs for the 1st quarter of 2024
This list does not include Withholding Partnerships (WP) or Withholding Trusts (WT).
Following this publication, the IRS recommends that all QI entities consult the list to ensure their proper registration and the accuracy of the information concerning them.
- If a QI entity or its eligible branches are not on the list, they should send an e-mail to the Financial Intermediaries team: lbi.fi.qiwpissues@irs.gov
- In the event of an error, they must rectify the situation using the update functions available on their Qualified Intermediary Application and Account Management System (QAAMS) portal.
More information here