The Qualified Intermediary Program hosts free webinars and in-person presentations to provide updates and assistance for Qualified Intermediaries, Withholding Partnerships and Withholding Foreign Trusts.
Get direct help from the IRS Financial Intermediary team on:
- QI, WP and WT agreements
- Applications, Renewals and Terminations
- Certifications and the Periodic Review process
- Forms 1042 and 1042-S
For future events, get email updates. .
Upcoming events
Currently, there are no events.
Past events
Sept. 12-13, 2024: Frankfurt, Germany
Sept. 9-10, 2024: Charlottenlund, Denmark
May 10, 2024: Singapore, Singapore
May 7-8, 2024: Tokyo, Japan
August 8-10, 2023: Toronto, Canada
July 24-25, 2023: London, United Kingdom
QI news
Get email updates
QI Program
QAAMS
Apply and manage status as a QI, WP or WT with this system
Related
- QI/WP/WT frequently asked questions
- QAAMS frequently asked questions
- Miscellaneous Qualified Intermediary information
- Payments to Qualified Intermediaries
- Approved know-your-customer rules
- Withholding facts and information
- Withholding-related forms
- Email questions about electronic filing
- 2017 QI Agreement PDF