November Application Deadline Set for QIs, Others

REMINDER ALERT: QI (including QDD), WP, WT Application Deadline for 2018

The deadline for all Qualified Intermediary (QI) (including Qualified Derivatives Dealer), Withholding Foreign Partnership (WP) and Withholding Foreign Trust (WT) applications for the 2018 year is November 16th, 2018.

All applicants that desire to have an agreement in effect in 2018 must submit their applications through the Qualified Intermediary/Withholding Foreign Partnership/Withholding Foreign Trust Application Account Management System (QAAMS) no later than November 16th, 2018 to allow sufficient time for processing by year end. Applicants must have obtained a GIIN prior to submitting their applications, if needed. See section 2.22 of the QI Agreement in Rev. Proc. 2017‐15 or section 12.01(a) of the WP or WT Agreement in Rev. Proc. 2017‐21 for the effective date of an agreement for a new applicant.