Who must file Form 14345?

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.

Can I submit Form 14345 electronically?

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.

What is the OMB number on the form?

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.

Do I need a U.S. tax identification number to file?

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).

How long does the IRS take to approve a QI application?

Processing times vary, but most applicants receive a decision within 30‑45 days after the IRS receives a complete and accurate Form 14345.

What happens if I make a mistake on the form?

Errors can delay approval. The IRS may issue a notice requesting clarification. Using the Formize filler helps reduce mistakes by providing field validation.

IRS Form 14345 – Fillable PDF for Qualified Intermediary Application

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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.

Click "Fill out this form" – the Formize filler launches in a new tab.
Enter the applicant’s name and select the appropriate eligibility option (e.g., Non‑U.S. financial institution).
Complete address, business description, and account‑opening procedure sections.
Provide contact‑person and external‑auditor information exactly as it appears on official documents.
Answer yes/no questions about prior QI applications, SS‑4 filing, and primary withholding responsibility.
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.

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FAQ

Who must file Form 14345?
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.
Can I submit Form 14345 electronically?
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.
What is the OMB number on the form?
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.
Do I need a U.S. tax identification number to file?
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).
How long does the IRS take to approve a QI application?
Processing times vary, but most applicants receive a decision within 30‑45 days after the IRS receives a complete and accurate Form 14345.
What happens if I make a mistake on the form?
Errors can delay approval. The IRS may issue a notice requesting clarification. Using the Formize filler helps reduce mistakes by providing field validation.

HOW TO

How to fill out Form 14345 for free, online in 4 easy steps:

1
Open the Formize filler
Click the "Fill out this form" button on the page. The Formize PDF Filler app loads in a new browser tab.
2
Enter applicant information
Fill in the name of the applicant, select the correct eligibility option, and provide the full mailing address.
3
Complete business and contact sections
Provide a brief business description, account‑opening procedures, and contact‑person details as required by the form.
4
Review and save
Double‑check every field for accuracy, then click "Save & Download" to get a completed PDF you can print or submit electronically.

ABOUT

Tax forms

Form 14345 is one of Tax forms that are documents used to report information about an individual's or business's income, deductions, and tax liability to the relevant tax authority. These forms are necessary to comply with tax laws and fulfill tax obligations. Tax forms vary depending on the country and the specific tax requirements in place. Here are some common types of tax forms:

Individual Tax Forms: These forms are used by individual taxpayers to report their personal income and claim deductions, credits, and exemptions. Examples include the 1040 form in the United States or the Self-Assessment Tax Return form in the United Kingdom.

Business Tax Forms: Business tax forms are used by companies, partnerships, or self-employed individuals to report their business income, expenses, and other tax-related information. Examples include the Schedule C form (Profit or Loss from Business) in the United States or the CT600 form (Company Tax Return) in the United Kingdom.

Payroll Tax Forms: These forms are used by employers to report the wages, salaries, and taxes withheld from their employees' paychecks. Examples include the W-2 form in the United States or the P60 form in the United Kingdom.

Sales Tax Forms: Sales tax forms are used by businesses to report and remit sales tax collected on taxable goods or services. The specific sales tax forms vary by jurisdiction.

Value Added Tax (VAT) Forms: VAT forms are used in countries that impose a value-added tax to report and remit VAT collected on sales and claim VAT credits for purchases. Examples include the VAT return forms used in many countries.

Estimated Tax Forms: Estimated tax forms are used to report and pay estimated taxes on income that is not subject to withholding, such as self-employment income or investment income.

These are just a few examples of the numerous tax forms that may exist. The specific forms required depend on the tax laws and regulations in your country or jurisdiction. It is important to consult the tax authority's guidelines or seek professional advice to determine which forms are applicable to your situation.

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