Form 14345 is the Qualified Intermediary (QI) Application used by non‑U.S. financial institutions, clearing organizations, and other entities that need to be recognized by the Internal Revenue Service (IRS) as a QI. Completing this form accurately is essential for compliance with Chapter 3 and Chapter 4 of the Internal Revenue Code.
The IRS issues Form 14345 to gather detailed information about the applicant’s structure, ownership, and U.S. tax‑withholding responsibilities. The form includes sections for:
Instead of downloading the PDF and using a separate editor, simply click the "Fill out this form" button on this page. The Formize PDF Filler app will load automatically, allowing you to complete every field directly in your browser.
If you prefer to work offline, you can download the official fillable PDF directly from the IRS:
Below are answers to the most common questions applicants have.
Non‑U.S. financial institutions, clearing organizations, branches of U.S. financial institutions, and other foreign entities that want Qualified Intermediary status must file Form 14345.
Yes. After completing the fillable PDF with Formize, you can save the file and upload it through the IRS QI portal or mail a printed copy as instructed in the form’s instructions.
The OMB control number for Form 14345 is 1545‑1597. It appears at the top of the first page and is used for federal record‑keeping.
A U.S. EIN is not required for the initial QI application, but you must indicate whether you have already filed Form SS‑4 (EIN application).
Processing times vary, but most applicants receive a decision within 30‑45 days after the IRS receives a complete and accurate Form 14345.
Errors can delay approval. The IRS may issue a notice requesting clarification. Using the Formize filler helps reduce mistakes by providing field validation.
Form 14345 est l'un des formulaires fiscaux qui sont des documents utilisés pour déclarer des informations relatives aux impôts à l'autorité fiscale compétente. Il existe différents types de formulaires fiscaux, y compris les formulaires fiscaux fédéraux, étatiques et locaux, qui peuvent varier en fonction de la situation et de l'emplacement du contribuable.
Le moyen le plus simple de remplir des formulaires PDF en ligne
Supprimer la session de remplissage
Supprimer la session d'édition
