Get Form 14345 - Internal Revenue Service - Irs

Filling out Form 14345 is an essential step for non-U.S. financial institutions and other entities seeking Qualified Intermediary status. This guide will provide clear, step-by-step instructions to help you complete the form accurately and efficiently online.

Follow the steps to fill out Form 14345 online:

1. Press the ‘Get Form’ button to access the document in an editor.
2. Enter the name of the applicant in the designated field.
3. Select the eligibility of the applicant by checking one of the options: Non-U.S. financial institution, Non-U.S. clearing organization, branch of U.S. financial institution, or other, providing an explanation if applicable.
4. Fill in the address of the applicant, including address line, city, state or province, zip code, and country.
5. Provide a brief description of the business of the applicant.
6. Outline the description of the new account opening procedures.
7. Input responsible party information, including first name, middle initial, last name, title, telephone number (with country code), fax number (with country code), and email address.
8. Include contact person information in a similar format with their first name, middle initial, last name, title, telephone number, fax number, and email address.
9. Indicate the type of account holders by entering the approximate number for each type listed on the form.
10. Detail the investments in U.S. assets, again entering the approximate number for each type.
11. State whether the applicant will assume primary withholding responsibility by selecting yes or no.
12. Provide external auditor information, including address line, city, state or province, zip code, country, fax phone number, and telephone number.
13. Fill in the contact person's details at the external auditor firm.
14. Answer whether Form SS-4 has been submitted by selecting yes or no.
15. Indicate if the applicant or any related entity has previously applied for QI status by selecting yes or no.
16. Review your entries for accuracy, then save changes, download, print, or share the completed form as needed.

Ensure your application is accurate and complete by following this guide to fill out Form 14345 online.