IRS Form 14345 – Fillable PDF for Qualified Intermediary Application

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.

What Is Form 14345?

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:

• Applicant identification and eligibility
• Business description and account‑opening procedures
• Contact persons and external auditor details
• U.S. asset holdings and withholding responsibilities

How to Fill Out Form 14345 Online

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.

1. Click "Fill out this form" – the Formize filler launches in a new tab.
2. Enter the applicant’s name and select the appropriate eligibility option (e.g., Non‑U.S. financial institution).
3. Complete address, business description, and account‑opening procedure sections.
4. Provide contact‑person and external‑auditor information exactly as it appears on official documents.
5. Answer yes/no questions about prior QI applications, SS‑4 filing, and primary withholding responsibility.
6. Review all entries, then click Save & Download to obtain a completed PDF you can print or submit electronically.

Common Mistakes to Avoid

• Leaving eligibility boxes unchecked – the IRS will reject the form.
• Using an outdated address format – always include country, state/province, and zip code.
• Incorrectly reporting the number of U.S. asset holders – provide estimates, not exact figures, when unsure.
• Omitting the external auditor’s contact details – this field is mandatory for QI status.

Download the Fillable PDF

If you prefer to work offline, you can download the official fillable PDF directly from the IRS:

Download Form 14345 (PDF)

FAQs About Form 14345

Below are answers to the most common questions applicants have.