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Feb 5, 2014 ... FAA-2013-0891 https://www.gpo.gov/fdsys/granule/FR-2014-02-05/2014-02327/ content .... .pdf http://www.dtic.mil/whs/directives/corres/pdf/510577p.pdf ...... HTTPS: //www.gpo.gov/fdsys/pkg/FR-2014-02-05/html/2014-02350.htm
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Type qi change refers to a change in Qualifying Intermediary status for tax purposes.
Financial institutions or entities that qualify as a Qualifying Intermediary (QI) are required to file type qi change.
Type qi change can be filled out online through the appropriate tax authority's website or by submitting the necessary forms by mail.
The purpose of type qi change is to update the tax authority on any changes in a Financial institution's or entity's qualifying intermediary status.
Information such as the entity's name, tax ID number, changes in QI status, and any relevant documentation must be reported on type qi change.
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