Thursday, October 3, 2024

The IRS Issues List of QI Entities and Branches

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Qualified Intermediaries News October 3, 2024

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Issue Number:    2024-27


The IRS Issues List of QI Entities and Branches

This alert announces the release of the initial list of entities and branches with QI status. This list does not contain WPs or WTs.

QIs should review the list to ensure their information is accurate. If information on the list is inaccurate, QIs should update their information using the update features on their Qualified Intermediary Application and Account Management System (QAAMS) home page.

If QIs consider their QAAMS account information accurate, but not properly reflected on the list, or they or one or more of their branches should be on the list but are not, they should email the FI Team.

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