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Qualified Intermediary/ Withholding Foreign …

Publication 5262 (04-2018) Catalog Number 691402 Department of the Treasury Internal Revenue Service QI/WP/WT Application and account Management User Guide 2 Contents List of Figures .. 2 List of Tables .. 3 Chapter 1: Introduction .. 4 Chapter 2: How to Login .. 7 Chapter 3: account Home Page .. 10 Chapter 4: Apply for QI, WP, or WT Status .. 12 Chapter 5: Renew Agreement .. 16 Chapter 6: Certification .. 18 Chapter 7: Manage account .. 21 Appendices .. 25 List of Figures Figure 1: Upload files .. 6 Figure 2: Sample home page .. 10 Figure 3: Application instructions .. 12 Figure 4: Questions from Part 1 of application .. 13 Figure 5: Questions from Part 2 of application (QI applicant) .. 14 Figure 6: Questions from Part 3 of application .. 14 Figure 7: Questions from Part 4 of application.

Chapter 2: How to Login . Preparation . To begin, gather required information to create IRS login credentials and a QI/WP/WT system account. Step 1:

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