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User Guide›October 2022

Chapter 10: Activity Center

1022 Publ 5262 (PDF) · 2026-10-03 edition · updated 2026-10-04 · United States

with your role, your information will no longer match your login information and you will receive a warning message. If you choose to proceed with the updates, ensure to follow the instructions on the warning message to maintain your access to the entity account. Refer to System Requirements and Accessing QI/WP/WT account(s) after login for more information about maintaining your contact information (particularly your email address, first name (given name), last name (family name)).

Figure 15: Manage contact information page

Account Information

You can enter or update contact information via the home page activity center Update account information option. The following information may be updated at any time.

  • Address

  • FATCA ID

  • GIIN

  • Legal name of applicant

  • Existing EIN (an EIN other than your QI-EIN,

  • WP-EIN, or WT-EIN)

  • Chapter 4 eligibility

  • Agreement events of default information

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Branch Information

To keep your account up to date with the most accurate information, always use the activity center to

Figure 16: EIN information link

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Terminate Agreement

A QI, WP, or WT may terminate an approved agreement by selecting Notice of termination on the

You cannot withdraw or edit a notice of termination after its submission.

After the agreement is terminated, you will need to complete a final certification within 6 months from the date of termination. You may continue to access your account with limited account options. If you need to reinstate your agreement you will need to contact the IRS.

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