Common use of QUALIFIED INTERMEDIARY AGREEMENT Clause in Contracts

QUALIFIED INTERMEDIARY AGREEMENT. The text of the QI agreement is set forth below. The IRS will not provide signed copies of the QI agreement. A reporting Model 2 FFI should apply this Agreement by substituting the term “reporting Model 2 FFI” for “participating FFI” throughout this Agreement, except in cases where this Agreement explicitly refers to a reporting Model 2

Appears in 3 contracts

Samples: Qualified Intermediary Agreement, Qualified Intermediary Agreement, Qualified Intermediary Agreement

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QUALIFIED INTERMEDIARY AGREEMENT. The text of the 2023 QI agreement Agreement is set forth below. The IRS will not provide signed copies of the QI agreement. A reporting Model 2 FFI should apply this Agreement by substituting the term “reporting Model 2 FFI” for “participating FFI” throughout this Agreement, except in cases where this Agreement explicitly refers to a reporting Model 2

Appears in 1 contract

Samples: Qualified Intermediary Agreement

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