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US Qualified Intermediary Scheme Version 1.0 February 2024About LISA The Investing and Saving Alliance (LISA) is a unique, rapidly growing membership organization for UK financial services. Our ambition
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How to fill out qualified intermediary programinternal revenue

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How to fill out qualified intermediary programinternal revenue

01
Obtain a qualified intermediary (QI) agreement with the Internal Revenue Service (IRS)
02
Provide all required information and documentation to the IRS
03
Fulfill all obligations and requirements outlined in the QI agreement

Who needs qualified intermediary programinternal revenue?

01
Financial institutions
02
Investment funds
03
Other entities involved in cross-border transactions
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Qualified Intermediary Program is a program by the Internal Revenue Service (IRS) that allows non-U.S. persons to apply for qualified intermediary status.
Financial institutions, foreign banks, and other entities that qualify as a qualified intermediary are required to file.
The forms and instructions for filling out the qualified intermediary program internal revenue are provided by the IRS on their official website.
The purpose of the program is to facilitate compliance with U.S. tax laws for non-U.S. entities that invest or do business in the United States.
Information such as account holders' names, addresses, and taxpayer identification numbers must be reported.
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