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EIN Letter (What It Is And How To Get A Copy: Explained)

What is EIN Letter ?

What is an example of an EIN verification letter?

How do you get a new one?

In this article, I will break down the EIN Letter so you know all there is to know about it!

Keep reading as I have gathered exactly the information that you need!

Let me explain to you what is an EIN letter from IRS and why it’s important!

Are you ready?

Let’s get started!

Table of Contents

What Is An EIN Letter

An EIN letter can either refer to the Form CP 575 which is a letter sent by the IRS shortly after having assigned an EIN number to your or your business or it can refer to an EIN Verification Letter which is a letter sent by the IRS when Form CP 575 is misplaced.

Companies and some individuals get an EIN number (Employment Identification Number) representing a nine-digit number assigned to them by the IRS.

The EIN number is used to identify your company or sole proprietorship with the tax authorities, government agencies, banks, and other stakeholders.

The EIN letter (whether we are referring to CP 575 or the EIN Verification Letter) is a document that officially confirms your company’s EIN number.

At some point in time in your business, you may need to present this official EIN letter to banks, financial institutions, investors, suppliers, vendors, or others.

How EIN Letters Work

Now that we know what is an EIN letter, let’s see how it works.

Original EIN Letter

When you first apply for an Employer Identification Number, the IRS will send you an official confirmation of the EIN letter assigned to your company in a document called CP 575.

The CP 575 document is sent to you within 8 to 10 weeks following the approval of your EIN application.

It’s crucial to keep the CP 575 document in a safe place as the IRS will only mail this to you once.

If you lose or misplace your CP 575 , you will need to ask for a replacement EIN letter but this letter will no longer be a CP 575 but an EIN Verification Letter.

Replacement EIN Letter

No matter how careful we are, it’s possible that we lose paperwork from time to time.

The same is true for your EIN letter.

If you happen to lose your original EIN letter, you’ll need to ask the IRS for a replacement copy.

However, the IRS will not replace your original EIN letter by issuing once more the same CP 575 Form.

Instead, the IRS will issue an EIN Verification Letter in the form of a 147C Letter .

This letter is essentially the official substitute of the CP 575 form allowing you to officially confirm your company’s EIN letter should banks and lenders ask.

Why Is An EIN Letter Important

An EIN letter is an important document that is issued to your company by the IRS.

When the IRS assigns a tax identification number to your company (an EIN), it will officially confirm that assignment by sending a letter (an EIN letter).

The confirmation of your company’s EIN in a letter is like getting the confirmation of Social Security Number for individuals.

In the same way that an SSN is a crucial number for individuals, EIN is a crucial number for companies.

When you get your IRS EIN letter, it’s important that you keep this document in a safe place as you may be asked to show the original of this document in the normal course of business.

For example, financial institutions may ask you for your original Employer Identification Letter, lenders may ask for it, you may need it to open a business bank account, get a business license or permit, and many other things.

If you are asked for an original EIN confirmation letter and you do not have one, you will need to go through the process of contacting the IRS to get a replacement copy sent to you.

So be sure to always have your original Employer Identification Number confirmation letter handy.

How To Get EIN Letter From IRS

You are asking: how do I get a copy of my EIN letter from the IRS?

To get your original EIN letter, you’ll need to apply for an Employer Identification Number.

You do that by completing the SS-4 Form called Application for Employer Identification Number.

Once the IRS approves your EIN application, you will get your EIN Letter (CP 575) in the mail.

If you have lost your CP 575 and need to get a copy of the EIN letter, the best way is to call the IRS.

Here is how to get EIN letter from IRS:

• Call the IRS customer service line at 1-800-829-4933
• When the IRS answers, identify your business and answer any IRS questions to locate your company file
• Request EIN letter 
• If your contact information has not changed, the IRS will send a replacement EIN letter to your company’s address on file

If your company’s address has changed or contact information needs to be updated, you must submit Form 8822 to the IRS before getting an IRS EIN letter replacement.

EIN Letter Sample

What does the IRS EIN letter look like?

If you are wondering what an EIN letter looks like, here is a sample copy of the original EIN letter sent to you by the IRS.

As you can see from this letter, the IRS indicates that they have assigned an Employer Identification Number to the company or business.

The EIN number will be used to identify the business, business accounts, tax returns , and documents.

The IRS invites you to permanently keep your EIN letter.

IRS EIN Letter Takeaways 

So there you have it folks!

What does an EIN letter mean?

How to get EIN letter from IRS if you lost or misplaced your EIN ?

In essence, an EIN letter is the official confirmation of your company’s tax ID number (essentially the Employer Identification Number).

The first official letter confirming your company’s EIN is in the 575 Form.

However, if you lose or misplace your first official EIN letter, you can ask the IRS for a copy.

The IRS will then send you another EIN confirmation letter this time called the 147C letter (as the 575 Form is only issued once).

You may need your EIN letter in some cases to open a bank account, apply for licenses or business permits, get loans, or for other reasons.

Make sure that you keep your EIN letter in a safe place so you don’t lose it.

If you do lose your original letter, don’t worry, you can contact the IRS to get copy of EIN letter .

Now that you know what is an EIN letter, why it’s important, and how to get a copy of EIN letter, good luck with your business!

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Understanding EIN Letter

If you enjoyed this article on EIN Letter , I recommend you look into the following terms and concepts. Enjoy!

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EIN Verification Letter: Everything You Need to Know

There are a lot of details to take care of when you start a business: choosing your business name, getting any necessary business licenses, and perhaps even forming a business entity. Getting your Employer Identification Number (EIN) may be one of those items on your to-do list; you’ll be able to check it off when you get your EIN verification letter from the IRS. 

When you do, what happens next? Here’s what you need to know about your EIN verification letter.

What is an EIN Verification Letter?

An EIN verification letter (CP 575) can refer to two things. It can either refer to the letter you get from the IRS assigning an Employer Identification Number (EIN) for your business for the first time. It can also refer to a copy of the information because you forgot or lost the EIN for your business. 

Oftentimes you will just need to provide your EIN number, but there may be certain instances when you need to produce your EIN verification letter, so it is a good idea to have it stored somewhere safe and accessible.

What is an EIN?

An Employer Identification Number (EIN) is also known as a Federal Tax Identification Number (or TIN), and is used to identify a business entity. An EIN is a nine-digit number the Internal Revenue Service assigns in the following format: XX-XXXXXXX. 

Think of it as the Social Security number for your business. 

An EIN is free from the Internal Revenue Service. You can apply online for an EIN at IRS.gov or you can file Form SS-4 . The EIN application also includes a section that explains whether your business needs an EIN.  

Some business formation services will apply for an EIN when you form your LLC or corporation, and there may be a fee for that service. 

Why Small Business Owners Need It

An EIN number is extremely important for a variety of processes. It is important to have this number when you are doing things like:

• Filing your business tax returns
• Opening a bank account for your business
• Applying for a business license
• Ordering from vendors
• Setting up payroll
• Applying for a business loan 
• Getting a business license
• Establishing a Keogh/Solo 401(k)

While some types of businesses may not need an EIN (especially if you are self-employed as a sole proprietor), it’s usually a good idea to get one. It will help separate your business and personal finances. 

You don’t need an EIN to establish business credit ; in fact, your business credit reports may or may not list your business employer ID number. But when you apply for a small business loan , business credit card , or other types of financing, the lender will often request an EIN if your business has one. 

If you form a business entity, you’ll often need to get an EIN. Find the best business formation resources here . 

Compare Business Formation Services

Form an LLC, corporation, or nonprofit, and get an EIN, business license, or registered agent service. Use Nav to find the right business formation service for your business.

Who Needs to See Your EIN Verification

There are not many instances where you will need to show your EIN verification letter. Oftentimes you will only need to report your EIN number when it’s requested.

However, there are times you may need to provide the actual letter. These may include: 

• Due diligence proceedings
• Certain loan applications
• Business licenses  
• Certain vendor relationships
• Opening business bank accounts

Because you may be asked to provide your EIN confirmation letter, it’s a good idea to keep a copy handy so you can access it when needed. It’s also helpful to keep it on hand in case you want to make sure you’re providing the correct EIN when it’s requested. 

How to Get Your EIN Verification Letter

When you are first assigned your EIN by the IRS you’ll get a letter confirming that. (You may see it referred to as IRS letter 147c). 

A company can get an EIN number for free one of four ways. 

• Complete the EIN online application form on the IRS website. 
• For international companies, call the IRS directly. 
• Fill out IRS form SS-4 and mail it to the IRS. 
• Get it through your business formation service that requests it on behalf of your business. 

Note that all businesses whose principal business, office or agency, or legal residence (in the case of an individual) is located in the United States or in one of the U.S. Territories can apply for an EIN online. 

Once you complete your online application, you’ll get your EIN immediately. You’ll then be able to download, save and print your confirmation notice. Once you’ve completed the application, you will receive your EIN immediately. You can then download, save, and print your confirmation notice. 

When you get your EIN verification letter, read it carefully to make sure all the information is correct, then store it in a safe place and make sure access to the EIN is limited. (It can be used to commit identity theft so just like you protect your SSN and personal information, protect your EIN.) 

How to Get a Copy of Your EIN Verification Letter (If You’ve Lost It)

If you already have an EIN but have lost it, you can call the IRS at (800) 829-4933 and select EIN from the list of options. Tell the person who assisted you that you received your EIN from the Internet but have lost it. They can confirm your EIN. 

If you also need a copy of the letter, contact the  IRS Business and Specialty Tax Line to get the form you need to request the confirmation. 

Using Your Verification Letter

You could potentially operate a business for years without any need to supply a copy of the letter that assigned your EIN. 

Most of the time you will only need to provide your EIN number when it’s requested.

If you do need to use the original verification letter make sure you are only providing it to a reliable and trustworthy person/company. While EINs are a matter of public record, you should still be careful as these numbers can be used for illegal purposes. 

Additional Tips for Small Business Owners (FAQs)

What’s the difference between an itin and an ein.

Both are a type of tax id number but an EIN is used to identify a business entity.The IRS issues individual taxpayer identification numbers (ITINs) to individuals who are required to have a U.S. taxpayer identification number for tax filing purposes, but who aren’t eligible to obtain a Social Security number (SSN) from the Social Security Administration (SSA).

An example would be a non-resident business owner who needs to file income tax returns. 

Can I use an EIN instead of an SSN?

The IRS warns that an EIN is for use in connection with business activities only. Do not use your EIN in place of your social security number (SSN).

Can I use an SSN instead of an EIN?

If your business isn’t required to get an EIN, then you’ll use your SSN to file your personal tax forms, which will include information about your business. (Most sole proprietorships, for example, report business income on Schedule C with their 1040 tax return.) 

When do I need a new EIN?

Generally, businesses need a new EIN when ownership or business structure has changed.

Generally, businesses don’t need a new EIN if they change their business name, move to a new location or operate multiple businesses. 

If you change your address or if you change the responsible party for the entity after you receive your EIN, you’ll use IRS Form 8822-B, Change of Address or Responsible Party – Business, to notify the IRS of the new address. 

If there is a change in the legal name of your business, you’ll need to write to the IRS notifying it of the change, with the request signed by an authorized person. Partnerships or corporations also need to include the Articles of Amendment filed with the state that authorized the name change.

How do I protect my EIN?

Business id theft is a growing problem. Unfortunately, there’s no way to “lock” your EIN to prevent it from being used improperly. But It is a good idea to check your EIN number at least once a year to make sure no one is using it illegally.

But you can do two things to help protect your business:

• Monitor your business credit reports with multiple commercial credit reporting agencies. New accounts you don’t recognize could be a sign of business id theft. 
• Request your tax transcript to see if there is any activity you don’t recognize. 

Access the business and personal credit data that lenders are actually seeing

Actively build business credit history, improve the metrics that matter, and access your best financing options – only at Nav.

Does an EIN make my business legit?

There are a number of steps you can take to set up your business properly for long-term success. Getting your EIN is often one of those steps. 

Read: A 15-Step Checklist for a Legit Business

Gerri Detweiler

Education Consultant, Nav

Known as a financing and credit expert, Gerri Detweiler has been interviewed in more than 4000 news stories, and answered over 10,000 credit and lending questions online. Her articles have been widely syndicated on sites such as MSN, Forbes, and MarketWatch. She is the author or coauthor of five books, including Finance Your Own Business: Get on the Financing Fast Track. She has testified before Congress on consumer credit legislation.

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How to Find Your EIN Verification Letter From The IRS

Table of Contents

One of the many steps involved in starting a business is obtaining an employer identification number (EIN), which is also known as a federal tax identification number. This unique nine-digit number is used for all sorts of things required to run a legitimate business. After applying for your EIN, you’ll receive an EIN verification letter from the IRS.

You should hold onto this letter for as long as you own your business. But thankfully, if you lose it, you’re not totally out of luck. This article will cover everything you need to know about EINs and what to do if you lose your EIN confirmation letter from the IRS.

The basics of employer identification numbers

You can think of an EIN as being the equivalent of a Social Security number for your business. It allows your business to pay state and federal taxes—which is why the IRS sends verification letters—along with other essential aspects of your daily business.

In addition to paying taxes, you need an EIN to hire employees, open a bank account, and to apply for a business license. Of course, not all businesses need employees, but a business owner can get in a ton of trouble for operating without a license or not paying taxes. Additionally, having a business bank account is a smart way to help ensure you run a successful organization.

How to apply for an EIN

The IRS has taken a number of steps to make EIN applications easy for business owners. These are the options you have when applying for your EIN:

• Apply online: Filling out the online application is the easiest way to get an EIN. The information is validated upon completion of the application, so you receive your EIN immediately. However, keep in mind that you won’t get the confirmation letter until it arrives in the mail. This application process is available for entities with principal locations in the U.S. or U.S. Territories.
• Apply by fax: If you’re a taxpayer with access to a fax machine, you can fill out Form SS-4 and fax it back to the IRS. You’ll just want to ensure that all of the information is correct, as this option doesn’t have instantaneous confirmation like the online application. If your application is approved and you provide your fax number, the IRS will fax you back within four business days with your confirmation.
• Apply by mail: You can also submit Form SS-4 through the mail. However, the mail can be a bit slow at times, so this method of EIN processing takes around four weeks to complete. Again, you’ll want to double-check that every field is filled out correctly on your SS-4 form.
• Apply by telephone: International applicants can also apply by telephone Monday through Friday from 6:00 a.m. to 11:00 p.m. Eastern Time. This method simply involves telling an IRS agent all of your answers to the questions on Form SS-4. Applicants calling in must be authorized to receive EINs (which we’ll cover in the next section).

What is an EIN confirmation letter from the IRS?

The EIN verification letter from the IRS is a document that’s sent to business owners upon receiving their EIN. If you know your EIN off the top of your head, this letter will likely only be needed one time. You’ll just need to present a physical copy to open your business bank account.

However, that nine-digit number isn’t always easy to remember, so it’s not a bad idea to keep the verification letter in a safe place. Plus, you’ll need it if you need to open up a new business bank account.

How do I get my EIN confirmation letter?

Keeping your EIN verification letter from the IRS in a secure location (like a safe deposit box) is the best way to ensure you never lose it. But with so many documents to keep track of, it’s not out of the ordinary for these confirmation letters to go missing.

Although you don’t want to find yourself in bad standing with the IRS, the agency is fairly understanding when it comes to needing a new copy of your EIN confirmation letter, so they make it easy to get a new copy. Here are the steps to take if you misplace your IRS EIN confirmation letter:

• Call the IRS: If you need to contact the IRS, it’ll have to be over the phone. To get a copy of your verification letter, you can call them toll-free at 1-800-829-4933. This is the “business and specialty tax line.”
• Speak to an agent: Once you’re on the phone with an IRS agent, tell them you need a 147c letter—the document number for a new copy of your EIN verification letter from the IRS—and give them your EIN.
• Confirm your identity: Only authorized individuals can request a 147c letter. Even if you know your EIN, the agent will need to ask some questions to verify your identity. Examples of people who can request a 147c letter are business owners, partners in an LLC, corporate officers or anyone who has power of attorney over a company. In addition to providing your EIN, you’ll need to tell the agent your name, business address and the type of tax return you file.
• Choose how you’d like to receive your letter: Even though it’s the fastest way to receive documents, the IRS will never email you any sensitive information, so your only two options for receiving your 147c letter are through the mail or via fax. It’s not uncommon for mail from the IRS to take several weeks to arrive, so we recommend choosing the fax option if you need your 147c letter sooner rather than later.

What if my address has changed?

Getting a 147c letter is a bit more complicated if either your business address or personal address has changed since you started your company. If your business address changed, you’ll need to file Form 8822-B. And if your personal address changed, you’ll need to file Form 8822. You can download both of these forms online, but you’ll need to print them and mail them back to the IRS.

Can I get a copy of my EIN letter from the bank?

We get it—calling the IRS or waiting by the mailbox for your EIN verification letter from the IRS can be tedious. Thankfully, your bank can help you out! Although they can only provide you with a scan of your letter, this may be enough to accomplish whatever task you initially needed the document for.

Of course, you’ll want to verify that a scanned copy of the letter will suffice, but only waiting for a few minutes to get the document compared to several weeks is obviously preferable.

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The options are nearly limitless when you need to open up a small business bank account , but for a seamless banking experience, be sure to choose NorthOne. We’re committed to helping small businesses succeed and making life easier for business owners. Apply for an account today to start taking advantage of our innovative financial and organizational tools. Just be sure to submit your EIN verification letter from the IRS when you apply!

Eytan Bensoussan

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147C Letter – IRS EIN Verification

Searching for your misplaced EIN verification letter, also known as the IRS 147c letter? You’re not alone. Many business owners and tax professionals need to request a replacement EIN confirmation document. Thankfully, retrieving your 147c letter from the IRS is a straightforward process.

This comprehensive guide will simplify everything you need to rapidly get a replacement 147c letter. We’ll explain what the EIN verification letter contains, why you may need it, who can request it, and detail the fastest options to obtain your personalized 147c letter from the IRS.

So if you’ve lost your original Employee Identification Number (EIN) confirmation notice from the IRS and need another copy, you’re in the right place. Let’s dive in and demystify the entire 147c letter request process.

What is a 147c Letter?

An IRS 147c letter, also referred to as an EIN verification letter, is an official document sent from the Internal Revenue Service. It displays your business’s assigned nine-digit federal Employer Identification Number (EIN).

This EIN confirmation notice also includes your business entity’s complete registered legal name and address listed in the IRS database.

Essentially, whenever you successfully receive a federal EIN for tax and identification purposes, the IRS automatically mails your business this 147c verification letter. It serves as formal proof and acknowledgment from the IRS that your corporation, LLC, partnership or other business structure secured an official EIN.

Why do you need an IRS 147c Letter?

There are several important reasons you may need to acquire an EIN verification letter (147c) for your business:

• Opening a Business Bank Account – Most financial institutions require IRS confirmation of your EIN before opening a business bank or credit account under your company’s name and tax ID number. The 147c letter satisfies this prerequisite.
• Applying for Business Licenses – Local, state and federal licensing bureaus commonly mandate verified EIN documentation when processing applications for company licenses, permits or registrations.
• Proof of EIN for Tax Filings – Both the IRS and state taxing agencies can request your 147c letter to validate the legal business name and EIN matching their records when processing company tax documents.
• Legal Verification of Business Entity – Courts, government institutions and third parties frequently require formal IRS verification when confirming the legitimate existence of an organization’s tax identification.

In other words, despite having an EIN, many agencies and businesses will not formally recognize the legal status of your corporation or LLC without IRS-stamped validation. Whether opening a bank account, registering your company vehicle or simply proving your business life, expect to routinely provide a copy your 147c letter.

Who can request a 147c Letter?

Only authorized owners or representatives can retrieve a replacement EIN verification notice from the IRS. Typically, this means:

• A principal owning at least 20% equity share in the business
• An officer, member or partner listed in the company’s formal registration
• A designated Power of Attorney (POA) or Third Party Designee officially affiliated with the business

Minority shareholders, unofficial LLC members, employees, contractors or associates generally cannot request EIN confirmation directly from the IRS. However, with proper permissions, these informal affiliations can still obtain the 147c letter through an authorized representative listed above.

If no principal owner or officer remains active in the company, registered POAs may still qualify to receive a 147c notice on its behalf. Either way, the IRS will only issue replacement EIN letters to verified identities authorized under the business’s official registration.

How to get IRS 147c Letter (3 fast options)

Now that you understand what the form contains and why you need it, let’s explore the fastest ways to get your hands on an EIN verification letter (147c) from the IRS.

The IRS provides three reliable methods to quickly obtain your replacement 147c notice: call them directly, utilize a POA, or request through a professional tax service provider.

Option 1: Call the IRS directly

Calling the IRS Business and Specialty Tax line is the simplest way owners and principal officers can directly request a new 147c letter:

• Verify your government ID and personal details are available (SSN, ITIN, EIN, address etc.)
• Prepare answers to all potential IRS identity confirmation questions
• Call 1-800-829-4933, then press 1 for English or 2 for Spanish, followed by pressing 3 for all other questions
• Clarify the reason for your call is to request an updated 147c EIN verification letter
• Provide your fax number or verify mailing address for fastest IRS letter delivery

As long as you pass the standard security checks, the agent can instantly fax your new 147c letter or place a mail request to your registered business address. Just inform them of your preferred method to receive the refreshed EIN confirmation notice.

Expect a faxed 147c letter within minutes or mailed verification within 5-7 business days. Remember, only owners or partners can directly call the IRS through this process.

Option 2: Utilize an IRS Power of Attorney

If you cannot or prefer not to call the IRS directly, authorizing a Power of Attorney (POA) provides another path to securing your necessary 147c letter.

Here are the step-by-step instructions when using an IRS-approved POA representative:

• Identify an appropriate POA for your business (tax preparer, lawyer, trusted affiliate etc.)
• Fully complete IRS Form 2848 Power of Attorney with your POA
• Write “147c letter” next to Tax Form Number on section 3 of your 2848 POA form
• Provide your POA with access to all required identity verification details
• Call the IRS together at 1-800-829-4933, select language option, then press 3
• Your POA informs the agent they will speak on your behalf with POA form ready
• Fax your Form 2848 during the call when requested
• Answer all IRS security checks through your representative POA
• Request your updated 147c EIN verification letter delivery method
• Receive your refreshed letter instantly via fax or in 5-7 days by mail

This approach allows someone to securely obtain your 147c confirmation on your behalf. Make sure to fully prepare your chosen POA representative in advance.

IRS 147c letter sample

Option 3: Retain Professional Tax Services

Finally, specialized tax preparation firms frequently provide 147c letter retrieval services for businesses nationwide. Their IRS connections and specialized staff simplify the entire EIN verification process.

Although paid services can seem inconvenient, this hands-off approach requires no effort from you. Reputable providers like H&S Accounting & Tax Services can swiftly procure your refreshed IRS notice containing up-to-date legal business details.

Professional tax services also help correctly update any changed information with the IRS, guaranteeing your new 147c letter contains current company data. Their expertise ensures you receive a valid 147c suitable for all legal and institutional purposes.

In certain cases, tax experts may directly expedite letter requests through dedicated IRS processing channels not available elsewhere. This yields the fastest and most reliable 147c letter turnaround.

While costs vary between providers, paying reliable tax professionals removes all hassle getting your urgently needed EIN verification letter reissued correctly.

147c Letter request turnaround times

Outside of professional services, how long does it take to receive your EIN confirmation after placing a 147c letter request?

The good news is the IRS can instantly fax your refreshed letter minutes after approving an owner’s call or POA request. This electronic copy usually satisfies most needs requiring the EIN notice.

For a physical mailed copy, expect your official 147c envelope from the IRS within 5-7 business days after successful telephone or POA requests.

So if you need fast verification, request fax delivery and receive IRS confirmation of your EIN almost instantly. Otherwise, standard mail provides you an official document for more stringent bureaucratic demands.

Bottom Line: Verifying your business EIN is simple

Obtaining a replacement copy of your critical IRS 147c EIN verification letter is a quick and easy process. Now that you understand what this notice contains, why you need it, and how to request it, you can confidently prove and validate your registered business identification at any time.

Whether you handle the straightforward phone call directly or use a specialized service for convenience, the IRS makes retrieving your 147c confirmation simple and fast. With this guide’s help getting a refreshed letter, you can keep your company compliance and financial operations running smoothly.

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Obtaining Your EIN Verification Letter (Form 147C) from the IRS

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Obtaining Your EIN Verification Letter From the IRS Form 147C: Request an EIN, Copy of EIN By Using IRS Letter 147C

Kristal Sepulveda, CPA

November 14, 2023

An Employer Identification Number (EIN) Verification Letter or EIN confirmation letter, also known as Form 147C, is a document issued by the Internal Revenue Service (IRS) to confirm the validity of your EIN. It is essential proof of your business's identity to conduct various financial and tax-related activities. This article will guide you through obtaining your EIN Verification Letter and help you understand its significance.

What is an EIN Verification IRS Letter 147C?

An EIN Verification Letter is an official document provided by the IRS that serves as confirmation of your business's EIN - a unique nine-digit number assigned to business entities for tax filing and reporting purposes. The letter includes important details such as the legal name of the business and its EIN, which are crucial for interacting with the IRS and other entities.

Understanding the purpose of an EIN Number Verification Letter

An EIN Verification Letter's primary purpose is to authenticate a business entity's existence and legitimacy. It provides third parties, such as financial institutions, vendors, and government agencies, with assurance regarding the accuracy of the EIN and the associated business entity.

Why do you need an EIN Verification Letter?

Businesses often require an EIN Verification Letter when opening bank accounts, applying for business loans, obtaining permits and licenses, or engaging in certain types of financial transactions. It is a vital piece of documentation that ensures smooth business operations and compliance with legal and regulatory requirements.

How does the IRS use the EIN Verification Letter?

From the IRS's perspective, the EIN Verification Letter is a means of validating the accuracy of the information provided by business entities . It helps the IRS confirm the identity of businesses and ensures that they are fulfilling their tax obligations in a lawful manner.

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How to request an ein verification letter.

If you need to request an EIN Verification Letter, the process involves contacting the IRS and submitting the necessary documentation to obtain the letter. Here are the steps for requesting an EIN Verification Letter:

Steps for requesting an EIN Verification Letter

To request your EIN Verification Letter, you'll need to complete Form SS-4, Application for Employer Identification Number, which is available on the IRS website or through their office. Once completed, you can submit the form to the IRS either online, by mail, fax, or in person.

Where to submit the request for an EIN Verification Letter?

The submission of Form SS-4 and the request for an EIN Verification Letter should be directed to the IRS Business and Specialty Tax Line or the appropriate IRS office, based on your business's location and the method of submission chosen.

Timeframe for receiving the EIN Verification Letter

Once the IRS processes your request, you can expect to receive your EIN Verification Letter within a reasonable timeframe. It's important to plan ahead and consider the time required for the IRS to review and respond to your request.

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When do you need to request a 147c letter need a 147c letter.

There are specific situations and events that may necessitate the need for a 147C Letter from the IRS. Understanding when you require this document is crucial to ensuring your business operations remain compliant and unhindered.

Events that require a 147C Letter from the IRS

Several circumstances, such as changes in business structure, tax audits, opening new business accounts, or interactions with government agencies, may require a 147C Letter from the IRS as part of the verification process.

How to identify if you need a 147C letter?

If you are unsure whether a particular situation or transaction requires a 147C Letter, it is advisable to consult with tax professionals, legal advisors, or directly with the IRS to determine the appropriate course of action. Proactively understanding the circumstances that warrant a 147C Letter can prevent potential disruptions in business activities .

Consequences of not having a 147C Letter when required

Failing to obtain a 147C Letter when needed can lead to delays in crucial business processes, denials of important applications, or even legal and financial repercussions. It is essential to be aware of the instances where a 147C Letter is mandatory and ensure timely compliance.

How to Contact the IRS for EIN Verification Letter?

When reaching out to the IRS to request an EIN Verification Letter or address related issues, it is important to understand the available options for communication and the information required for effective correspondence.

Options for contacting the IRS

You can contact the IRS through various channels, including phone, mail, online inquiries, or in-person visits to IRS offices. Each communication method has its own procedures and requirements, so selecting the most suitable option based on your specific needs is essential. The most common method is applying online via irs.gov.

Information required when calling the IRS for EIN Verification Letter

When contacting the IRS, you'll need to provide specific details such as your EIN, business name, contact information, and the purpose of your request. This information helps IRS agents process your request efficiently and accurately.

Resolving issues related to the EIN Verification Letter

In the event of errors, delays, or discrepancies related to your EIN Verification Letter, it's important to engage with the IRS promptly to address and resolve the issues. Working closely with IRS agents can help expedite the resolution process and prevent potential complications.

Common Errors and Issues when Requesting an EIN Verification Letter

While requesting an EIN Verification Letter, it's essential to be mindful of common errors and issues that may arise during the process. Being aware of these potential pitfalls can help you navigate the process more effectively.

Typical mistakes made when requesting an EIN Verification Letter

Errors such as incorrect information on the Form SS-4, incomplete documentation, or inaccuracies in the application details can lead to delays or rejections in issuing the EIN Verification Letter. Reviewing your submission thoroughly can help mitigate these issues.

Dealing with errors on the EIN Verification Letter

If you encounter errors or discrepancies on the EIN Verification Letter you receive, it's crucial to address them promptly by contacting the IRS. Providing clear explanations and supporting documentation can aid in rectifying any inaccuracies present in the letter.

Appealing a decision regarding the EIN Verification Letter

In situations where you disagree with the IRS's decision regarding your EIN Verification Letter, you have the right to appeal the decision through established procedures. Seeking professional guidance and understanding the appeals process can help effectively present your case.

Key Takeaways: Understanding Your Employer Identification Number Verification Letter

• CP 575 and 147C Letter : The CP 575 is the initial notice you receive from the IRS when you are assigned an EIN. If you need a copy, you can request a 147C letter, also known as an EIN Verification Letter.
• Getting a Copy of Your EIN : If you already have an EIN but require proof of your EIN, you can contact the IRS Business and Specialty Tax Line to request a copy of your EIN, specifically the CP 575 or 147C letter.
• EIN Verification Letter 147C : The IRS 147C letter is a document that serves as official proof of your EIN. If you need your 147C letter, you can request one from the IRS.
• Applying for an EIN : The way to get an EIN is through the IRS, and you can apply for an EIN if you don't remember your EIN or need a new one.
• Requesting EIN Confirmation Letter : If you need to provide your EIN to a third party or for official purposes, request an EIN confirmation letter, which the IRS will mail to you.
• Contact the IRS for EIN Issues : To receive your 147C letter or any documentation of your EIN, contact the IRS to request it. The IRS support team can guide you through the process.
• Form 2848 and EIN Representation : To allow someone else to request a copy of your EIN, you can use IRS Form 2848, which grants power of attorney.
• Understanding Your IRS Correspondence : The IRS send EIN Verification Letter as a way to provide official proof of your EIN. Remember, the IRS will never email 147C letters for security reasons.
• EIN Verification for Business Needs : If you need to prove your EIN for tax forms with the IRS or for business verification, the 147C letter or a copy of your CP 575 notice serves as a replacement for the original EIN notice.
• Receiving and Using Your EIN Documentation : Once you receive your verification letter, it's crucial to keep it for records as it is essential for maintaining good standing with the IRS and for various business needs.
• IRS Agent Communication : When you contact the IRS to request a copy or clarification, the IRS agent will ask for specific information to verify your identity and business details.
• Ensuring Compliance and Proof of Identity : It's important to recall your EIN or have a copy from the IRS for various transactions and interactions, as most financial institutions in the US accept 147C letters as well as other forms like Form 8821 or Form 2848.

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How can I get a copy of my EIN Verification Letter (147C) from the IRS?

If you have lost your federal employer identification number , you can contact the IRS to request a copy of the EIN confirmation letter.

To request a copy of the EIN Verification Letter (147C), complete the following steps:

• Call the IRS Business & Specialty Tax Line toll-free at 1-800-829-4933 between the hours of 7 am and 7 pm in your local time zone.
• When the call is answered, press 1 for English
• Next, you will be asked to press 1 for information related to your FEIN or EIN
• Next, select option 3 – You have a FEIN or EIN but need a confirmation number
• You will need to have the FEIN or EIN number, name, and address you have been using on your 941 forms, W‐2 forms, and or 1099 forms.
• Once your information has been verified, the IRS agent will offer to fax the letter to you immediately or snail mail you a copy of the letter.

Only an owner or a Power of Attorney (POA) can request a 147C Letter. If you would like a POA to request your EIN Verification Letter (147C), both you and your POA will need to complete the IRS Form 2848 and have it ready to send to the IRS via fax during the phone call with the IRS.

For more information on how to retrieve your EIN Verification Letter, visit this IRS resource .

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What is IRS Form SS-4?

IRS Form SS-4, Application for Employer Identification Number, is an IRS form businesses use to apply for an employer identification number (EIN). Business lenders may require an IRS Form SS-4 notice to verify a business’s EIN when evaluating a loan application.

Applying for a small business loan can be overwhelming, but there are a few things you can do in advance to make applying for a business loan go smoothly. Along with filing your most recent year’s business income tax return (and any past due tax returns , too), you’ll also want to locate and make copies of the documents your lender is likely to request. Among these documents is your IRS Form SS-4. Lenders often ask for the IRS Form SS-4 notice you receive after filing the form, not the form itself.

Here’s everything you need to know about IRS Form SS-4, why it’s important to your lenders, and how to obtain yours.

IRS Form SS-4, “Application for Employer Identification Number,” is the form businesses use to apply for an employer identification number (EIN). A business's EIN is its business tax ID number for use when filing small business taxes.

What is an EIN and why apply for it?

An employer identification number, aka an EIN, is a unique, nine-digit number that many types of businesses need for tax purposes.

If a business has employees, it needs an EIN to pay and file payroll taxes. And certain types of business entities need an EIN to file a business income tax return.

Sole proprietorships and single-person LLCs with no employees are the only types of business entities that are exempt from this requirement.

All U.S.-based businesses have the option of getting an EIN.

There are lots of benefits to having an EIN. For example, with an EIN, you can streamline your bookkeeping processes by separating your personal and business finances, open a business bank account, establish business credit, and even speed up your business loan application.

How to use IRS Form SS-4

You can get the IRS Form SS-4 on the IRS website. The form is only one page long.

Expect to provide information like:

Your business’s legal name and address

Name of applicant and their SSN, ITIN , or EIN

Type of entity

Reason for applying for an EIN

Date your business started

Highest number of expected employees in the next year

Principal business activity

Principal type of products or services sold or rendered

Also, note that business owners themselves don’t need to apply for their business’s EIN—you can delegate that task to any responsible party, which the IRS defines as the individual or entity that “controls, manages, or directs the applicant entity and the disposition of its funds and assets.” [0] IRS.gov . . Accessed May 10, 2022. View all sources You can apply via mail, fax, or phone (phone for international applicants only).

Why lenders ask for a copy of the IRS Form SS-4

Lenders need to verify EINs, which is why they often request a business’s IRS Form SS-4. However, when a lender asks for your IRS Form SS-4, it's not asking for a copy of your EIN application; it wants the notice the IRS sends out once it assigns your EIN. (Because IRS Form SS-4 is referenced on this notice, the notice itself is often referred to as Form SS-4.)

Why you need IRS Form SS-4 to verify your EIN

Lenders can't just use a tax return to verify an EIN. Clerical errors and typos happen. It’s possible that your tax preparer entered your EIN incorrectly, and the IRS hasn’t notified you of the error yet. This is a common error for returns filed on paper rather than electronically. It can take the IRS months—sometimes even longer—to identify the error and notify you of it.

The SS-4 allows lenders to go straight to the source of the information, which can speed up the underwriting process.

What if you don’t have an SS-4 notice?

If you’re a sole proprietor or an LLC with no employees, you might not have an EIN (these are the only two types of business entities that aren’t required to get an EIN for tax purposes). In that case, the loan will be in your name, and your lender will use your social security number in lieu of an EIN.

But for all other kinds of business entities, the business is a separate and distinct legal entity from the individual. Even if you provide a personal guarantee for a loan, you’ll still need to complete the loan application in the corporation's name, using the corporation’s EIN instead of your Social Security number. That requires an SS-4.

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How to get an IRS Form SS-4 notice: Instructions

Look on your hard drive or cloud-based filing system. If you applied for your EIN online, you received an IRS Form SS-4 notice — along with your EIN — immediately as a PDF.

U.S.-based banks require a copy of the IRS Form SS-4 notice in order to open a business bank account. Your banker may be able to get you a copy.

Your accountant might have completed your EIN application form for you and may have a copy.

Call the IRS Business and Specialty Tax Line at (800) 829-4933. After providing your EIN and identifying information about your business, the IRS sends a copy of your EIN assignment letter by mail or by fax. For security purposes, the letter will be sent to the address or fax number the IRS has on file for your business.

» MORE: See our list of IRS phone numbers

A version of this article was first published on Fundera, a subsidiary of NerdWallet.

On a similar note...

How to Get a Copy of Your EIN W-9 From the IRS

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Whenever a business is hired to do work, it must supply its Employer Identification Number (EIN) so the employer can report money paid to the Internal Revenue Service. This requires two documents, the EIN assignment letter that a business receives from the Internal Revenue Service when an EIN is initially requested and an IRS Form W-9. The W-9 can be downloaded from the IRS website, and the business must then provide a completed W-9 to every employer it works for to verify its EIN for reporting purposes.

Apply for an Employer Identification Number

Apply for an EIN on the IRS website. Go to the IRS website. Navigate to the section that allows businesses to apply for an EIN online. Use the electronic system to fill out Form SS-4, "Application for Employer Identification Number." The system will request basic information, including the name and address of the business, the entity type, in what state it was formed and the name, address and Social Security number of a responsible party.

The system assigns an EIN immediately upon transmission of the application. It notifies you of the number and generates an official EIN assignment letter from the IRS in PDF form.

Save a Copy of the EIN Assignment

Save a copy of the EIN assignment letter to your hard drive. Do not exit the application system or close the PDF window without saving the letter locally. The online PDF version of the EIN assignment letter is the only version the IRS will provide.

The letter is an official business document that you will need to open a bank account and for many other purposes. Print a copy of the letter for your business records book.

Obtain a Copy of Your Assignment Letter

Contact the IRS for a copy of your EIN assignment letter. If you have misplaced your EIN number or assignment letter, you can contact the IRS for a replacement. Download the hard copy instructions for Form SS-4. Look for the contact information for the IRS business service center for your area of the country. Call the local office or send a written letter, requesting a replacement EIN assignment letter.

Download Form W-9

Download an IRS Form W-9 from the IRS website. Form W-9 is a one-page template that enables businesses to present basic information to an employer so the employer can report payments to the IRS. The form requests the business' name, address and its assigned EIN, and is signed by a responsible party.

Provide a Copy of Completed W-9

Complete Form W-9 and provide a copy when requested. Form W-9 is completed by the business and provided to the employer or client that hires the business to do a job. The employer keeps the W-9 on file, using the information on it to complete a year-end report to the IRS on all payments made to contractors. Provide a W-9 to every employer that hires you. (Refs. 1, 5)

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Terry Masters has been writing for law firms, corporations and nonprofit organizations since 1995. Her online articles specialize in legal, business and finance topics. She holds a Juris Doctor and a Bachelor of Science in business administration with a minor in finance.

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What Is the EIN Confirmation Letter: Everything You Need to Know

You receive an EIN Confirmation Letter once you have completed the Employer Identification Number (EIN) application on the IRS website. 3 min read updated on February 01, 2023

You receive an EIN Confirmation Letter once you have completed the Employer Identification Number (EIN) application on the IRS website. Upon completion, you will have the options for downloading and saving the Tax ID certificate. The confirmation letter, along with saved copies of your Federal Tax ID Number should be kept alongside all your other Limited Liability Company documents. 

For every EIN application processed by the IRS, the agency sends out a confirmation letter called CP 575. The EIN confirmation letter is sent to the address provided on the SS-4 form, eight to ten weeks following the issuance of the Federal Tax ID Number. However, if you choose to apply online, a copy of the letter is viewable, printable, and ready for download directly from the IRS website as soon as the process is complete. Aside from serving as a documented proof of your LLC 's EIN assignment, a bank or a vendor may request to see a copy of the letter. 

What Happens If You Lose Your Federal Tax ID Certificate?

If for whatever reason you need a replacement for a lost or never-received EIN confirmation letter, you can call the Internal Revenue Service, and they will send the verification letter to you. The copy is sent to the contact information you provided at the time you filed to have the application processed initially. If there has been a change of mailing address or fax number since that time, file Form 882 2 to update the IRS so that they can send the letter to the appropriate destination. 

The Business & Specialty Tax Line is available Monday through Friday from 7 a.m. to 7 p.m. local time and handles all requests for a replacement of lost or misplaced EIN confirmation letters. The number to call is (800) 829-4933. If you want to contact the IRS directly, you can do so by calling (267) 941-1099 and ask for a 147C letter.

For security, you will need to verify your identity when contacting the IRS. Some of the security questions you may be required to answer include, but are not limited to, the following:

• Your name and position with the company
• The kind of income tax form you file for the business 
• Name and address of the LLC

After adequately identifying yourself, the phone representative you have connected with will look up the number and send the confirmation letter replacement right away. There is no cost for receiving a copy.  

If your need for the copy confirmation is dire, another option is to contact your bank or accountant. Either of the two may have kept a copy of your original Tax ID certificate, and you can merely get what you need from either of those sources. 

Even if you applied online, for protection against fraudulent conduct, the Internal Revenue Service does not offer online verification. Alternatively, if you initially completed your EIN application online , your email's inbox or archive folder would be a superb place to check for the confirmation email the IRS would have sent to you when your Employer Identification Number was first issued. 

A Few More Things To Know About the EIN

You cannot apply for an EIN until after your LLC has state approval. An important thing to remember is that although you must obtain a Tax ID if you have hired employees, your LLC does not need to have employees to be assigned an Employer Identification Number.

The EIN is nine digits long, just like a person's Social Security Number. To distinguish the two, the EIN is written starting with two numbers, then a hyphen, followed by the remaining seven digits. So here's an example of the EIN format: 12-3456789.

Although the IRS does not require businesses to pay a fee for to receive an EIN, there are quite a few websites that will complete the application for you at costs ranging from $50 to $100. 

If you already have an EIN from a former taxation identity, it is likely due to a connection with a Sole Proprietorship . You want to close that Tax ID number out. After you have received state approval for your LLC, obtain a new number, which will be a completely different EIN for your Limited Liability Company .  

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SS4 Letter – What is it and how to get a copy of yours

When running a business it’s important to understand what legal documents are crucial to keep on file one of the most frequently used is the SS-4 Letter. 

When starting a new business the IRS makes you file a variety of forms to register an entity for tax purposes.

The most basic of these forms is a form SS-4. Essentially this is your EIN or Tax ID registration Card.

This form must be kept in a secure place because you will be required to provide the Form SS-4 during various phases of your business.

Acquiring a small business loan is one of them. The business loan process can be a bit overwhelming at times.

You need to research your loan options, gather documentation, and complete paperwork.

The thing is, more of us have enough on our plate and the loan process is wholly unfamiliar to us. Especially when it comes to the documentation that needs to be gathered to apply for a loan.

One such document is Form SS-4, which lenders may request when submitting your application.

What does a ss-4 form look like?

Here is what an ss-4 letter looks like after it is filed and submitter – 

If you’re unsure of how to get your Form SS-4 Letter, don’t worry, we’ve got you covered.

You might be thinking what is Form SS-4? Or,  What is an ss4 letter?

Form SS-4/ ss4 letter is an IRS form that corporations use to apply for an employer identification number (or EIN) Also known as an SS4 IRS Notification Letter which lists your EIN number and is a formal confirmation you may need frequently.

An EIN is required for several reasons, including:

• Federal tax reporting
• Opening a business bank account
• And applying for a business license

In a nutshell, your EIN is what the IRS uses to identify your business and Form SS-4 Letter is the official IRS form that allows you to obtain an EIN number. 

How do you know if you need an EIN? An EIN is required for your business if:

• You have employees
• You’re applying to obtain a business bank account, license, or credit
• Or operate as either a partnership or corporation
• Are operating under any class of incorporation (LLC, S-Corp, C Corp, Non profit ) instead of being a sole proprietor

How to get a copy of your Form SS-4 / EIN Assignment Letter

If you don’t have a copy of Form SS-4 , or have not yet applied for an EIN, you can now use the IRS’ online application tool to submit your Form SS-4 and obtain it.

If you do not wish to apply online through the online application tool on the IRS website you can complete a form and send it off it to the department of treasury.

This is IRS Form SS-4:

If your lender requires a Form SS-4 copy, you’ll need to provide a copy or obtain proof of having submitted the form to the IRS.

Keep in mind that the IRS won’t give you a copy of Form SS-4 itself if you’ve already filled it out previously, but rather an EIN assignment letter which will serve as proof to lenders of having submitted Form SS-4 to the IRS and obtained your EIN.

Here’s how to obtain a copy of your EIN assignment letter:

Step 1: Grab your EIN

First, you’re going to need your EIN handy, so if you don’t know it you can find it on either:

• Any bank accounts that you opened under the corporation required a Tax ID – call your bank to retrieve a copy.
• Or prior corporate tax returns

Once you have your EIN, you’re ready for the next step.

Step 2: Call the IRS

Now, it’s time to take your EIN and call the IRS’ Business & Specialty Tax Line at (800) 829-4933.

The B&S Tax Line is open between 7 A.M. and 7 P.M., Monday through Friday, so make sure you call between those days and hours.

Step 3: Provide the B&S Tax Specialist with your information

Next, once you’ve been connected with a B&S Tax specialist, provide them with the requested information about your company for verification. This will include your EIN and is the reason you gathered it in the previous step.

You’ll also need to verify that you yourself are an authorized contact from within the company. This typically means you’ll be asked to provide your title in the company.

Step 4: Request a copy of your EIN assignment letter

Once verified, all you need to do is request a copy of your EIN assignment letter from the specialist.

It’s important that you not try to request a copy of Form SS-4 as the IRS doesn’t authorize providing copies of completed tax documents like Form SS-4 letter. You need to request a copy of your EIN assignment letter specifically.

Also, keep in mind that, in most cases, the IRS will mail the requested letter copy to the corporate address on file. You can also offer an alternative address or business fax, though, if you need it faster for your loan application.

Get your Form SS-4 Letter

Obtaining a copy of Form SS-4 is just one document required to apply for and obtain a business loan. However, as you can see it’s not at all difficult to obtain. All it requires a bit of know-how and some time spent on the phone.

Whether you’re already beginning the process of obtaining a business loan or are considering it for the future, it’s wise to begin collecting the necessary documents now so you’ll have less to worry about later.

Plus, you’ll avoid any potential delays when applying, which is especially important if you’ll need the funds fast when it comes time to apply.

The Form SS-4 Letter is very important to keep on hand. You never know when you will need it.

See What Your Business Qualifies For

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Future Developments

Indian tribal governments/enterprises..

Forms SS-4 and SS-4(sp) absorb Form SS-4PR.

Pub. 51 and Pub. 80 rolled into Pub. 15, plus new Pub. 15(sp).

Purpose of Form

Apply for an EIN online.

Keep Form SS-4 information current.

File only one Form SS-4.

EIN applied for, but not received.

How To Apply for an EIN

Apply by telephone—option available to international applicants only.

Apply by fax.

Apply by mail.

How To Get Tax Help, Forms, and Publications

Related forms and publications, individuals., estate of a decedent., partnerships., corporations., plan administrators..

Line 2. Trade name of business.

Line 3. Executor, administrator, trustee, “care of” name.

Lines 4a–4b. Mailing address.

Lines 5a–5b. Street address.

Line 6. County and state where principal business is located.

Responsible party defined.

Lines 8a–8c. Limited liability company (LLC) information.

Sole proprietor.

Corporation., personal service corporation., other nonprofit organization., plan administrator., state/local government., federal government., indian tribal government/enterprise., disregarded entities., started new business., hired employees., banking purpose., changed type of organization., purchased going business., created a trust., created a pension plan..

Line 11. Date business started or acquired.

Personal service corporations.

Line 13. Highest number of employees expected in the next 12 months.

Line 14. Do you want to file Form 944?

Withholding agent.

Construction., real estate., rental & leasing., manufacturing., transportation & warehousing., finance & insurance., health care & social assistance., accommodation & food services., wholesale-agent/broker., wholesale-other..

Third-Party Designee.

Privacy Act and Paperwork Reduction Act Notice.

Instructions for form ss-4 (12/2023), application for employer identification number (ein).

Section references are to the Internal Revenue Code unless otherwise noted.

Revised: 12/2023

General Instructions

Use these instructions to complete Form SS-4, Application for Employer Identification Number (EIN). Also, see Do I Need an EIN? on page 2 of Form SS-4.

For the latest information related to Form SS-4 and its instructions, such as legislation enacted after they were published, go to IRS.gov/FormSS4 .

Form SS-4, line 14, now reflects the ceiling for wages paid by employers in U.S. territories electing to file Form 944. This information has been available in the instructions for Line 14 .

We added guidance to Line 1 and Line 9a , later, for Indian tribal governments, and for certain tribal enterprises that are not recognized as separate entities for federal tax purposes, under Regulations section 301.7701-1(a)(3).

Form SS-4PR, Solicitud de Número de Identificación Patronal, will no longer be available after 2023. Instead, if you are an employer in Puerto Rico, you will file Form SS-4. If you prefer your form and instructions in Spanish, you can file new Form SS-4 (sp), Solicitud de Número de Identificación del Empleador (EIN).

Pub. 51, Agricultural Employer’s Tax Guide, and Pub. 80, Federal Tax Guide for Employers in the U.S. Virgin Islands, Guam, American Samoa, and the Commonwealth of the Northern Mariana Islands, will no longer be available after 2023. Instead, information specific to agricultural employers and employers in the U.S. territories will be included in Pub. 15, Employer’s Tax Guide, beginning with the Pub. 15 for use in 2024. Beginning in 2024, there will be a new Pub. 15 (sp) that is a Spanish-language version of Pub. 15.

Use Form SS-4 to apply for an EIN. An EIN is a 9-digit number (for example, 12-3456789) assigned to sole proprietors, corporations, partnerships, estates, trusts, and other entities for tax filing and reporting purposes. The information you provide on this form will establish your business tax account.

For applicants in the U.S. or U.S. territories, you can apply for and receive an EIN free of charge on IRS.gov. See How To Apply for an EIN , later.

Use Form 8822-B to report changes to your responsible party, address or location. Changes in responsible parties must be reported to the IRS within 60 days.

Generally, a sole proprietor should file only one Form SS-4 and needs only one EIN, regardless of the number of businesses operated as a sole proprietorship or trade names under which a business operates. However, if a sole proprietorship incorporates or enters into a partnership, a new EIN is required. Also, each corporation in an affiliated group must have its own EIN.

If you don’t have an EIN by the time a return is due, write “Applied For” and the date you applied in the space shown for the number. Don’t show your SSN as an EIN on returns. If you don’t have an EIN by the time a tax deposit is due, send your payment to the Internal Revenue Service Center for your filing area as shown in the instructions for the form that you are filing. Make your check or money order payable to the “United States Treasury” and show your name (as shown on Form SS-4), address, type of tax, period covered, and date you applied for an EIN.

You can apply for an EIN online (only for applicants in the U.S. or U.S. territories), by telephone (only for applicants outside of the U.S. or U.S. territories), by fax, or by mail, depending on how soon you need to use the EIN. Use only one method for each entity so you don’t receive more than one EIN for an entity.

If you have a legal residence, principal place of business, or principal office or agency in the U.S. or U.S. territories, you can receive an EIN online and use it immediately to file a return or make a payment. Go to the IRS website at IRS.gov/EIN .

The principal officer, general partner, grantor, owner, trustor, etc., must have a valid taxpayer identification number (SSN, EIN, or ITIN) in order to use the online application. Taxpayers who apply online have an option to view, print, and save their EIN assignment notice at the end of the session. Authorized third-party designees, see Line 18 , later.

If you have NO legal residence, principal place of business, or principal office or agency in the U.S. or U.S. territories, you may call 267-941-1099 (not a toll-free number), 6:00 a.m. to 11:00 p.m. (Eastern time), Monday through Friday, to obtain an EIN.

The person making the call must be authorized to receive the EIN and answer questions concerning Form SS-4. Complete the Third Party Designee section only if you want to authorize the named individual to receive the entity’s EIN and answer questions about the completion of Form SS-4. The designee’s authority terminates at the time the EIN is assigned and released to the designee. You must complete the signature area for the authorization to be valid.

It will be helpful to complete Form SS-4 before contacting the IRS. An IRS representative will use the information from Form SS-4 to establish your account and assign you an EIN. Write the number you're given on the upper right corner of the form and sign and date it. Keep this copy for your records.

If requested by an IRS representative, mail or fax the signed Form SS-4 (including any third-party designee authorization) within 24 hours to the IRS address provided by the IRS representative.

Under the Fax-TIN program, you can receive your EIN by fax generally within 4 business days. Complete and fax Form SS-4 to the IRS using the appropriate fax number listed in Where To File or Fax , later. A long-distance charge to callers outside of the local calling area will apply. Fax-TIN numbers can only be used to apply for an EIN. The numbers may change without notice. Fax-TIN is available 24 hours a day, 7 days a week.

Be sure to provide your fax number so the IRS can fax the EIN back to you.

Complete Form SS-4 at least 4 to 5 weeks before you will need an EIN. Sign and date the application and mail it to the appropriate address listed in Where To File or Fax , later. You will receive your EIN in the mail in approximately 4 weeks. Also, see Third-Party Designee , later.

Call 800-829-4933 to verify a number or to ask about the status of an application by mail.

Where To File or Fax

You can download or print all of the forms and publications you may need on IRS.gov/FormsPubs . Otherwise, you can go to IRS.gov/OrderForms to place an order and have forms mailed to you. You should receive your order within 15 business days if the items are available.

The following forms and instructions may be useful to filers of Form SS-4.

Form 11-C, Occupational Tax and Registration Return for Wagering.

Form 637, Application for Registration (For Certain Excise Tax Activities).

Form 720, Quarterly Federal Excise Tax Return.

Form 730, Monthly Tax Return for Wagers.

Form 941, Employer's QUARTERLY Federal Tax Return.

Form 944, Employer's ANNUAL Federal Tax Return.

Form 990-T, Exempt Organization Business Income Tax Return (and Proxy Tax Under Section 6033(e)).

Instructions for Form 990-T, Exempt Organization Business Income Tax Return.

Form 1023, Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code.

Form 1024, Application for Recognition of Exemption Under Section 501(a).

Schedule C (Form 1040), Profit or Loss From Business (Sole Proprietorship).

Schedule F (Form 1040), Profit or Loss From Farming.

Instructions for Form 1041 and Schedules A, B, G, J, and K-1, U.S. Income Tax Return for Estates and Trusts.

Form 1042, Annual Withholding Tax Return for U.S. Source Income of Foreign Persons.

Form 1042-S, Foreign Person's U.S. Source Income Subject to Withholding.

Instructions for Form 1065, U.S. Return of Partnership Income.

Instructions for Form 1066, U.S. Real Estate Mortgage Investment Conduit (REMIC) Income Tax Return.

Instructions for Form 1120, U.S. Corporation Income Tax Return.

Form 1120-S, U.S. Income Tax Return for an S Corporation.

Form 2290, Heavy Highway Vehicle Use Tax Return.

Form 2553, Election by a Small Business Corporation.

Form 2848, Power of Attorney and Declaration of Representative.

Form 8821, Tax Information Authorization.

Form 8822-B, Change of Address or Responsible Party — Business.

Form 8832, Entity Classification Election.

Form 8849, Claim for Refund of Excise Taxes.

For more information about filing Form SS-4 and related issues, see:

Pub. 15, Employer's Tax Guide.

Pub. 538, Accounting Periods and Methods.

Pub. 542, Corporations.

Pub. 557, Tax-Exempt Status for Your Organization.

Pub. 583, Starting a Business and Keeping Records.

Pub. 966, Electronic Choices to Pay All Your Federal Taxes.

Pub. 1635, Understanding Your EIN.

Specific Instructions

Follow the instructions for each line to expedite processing and to avoid unnecessary IRS requests for additional information. Generally, enter “N/A” on the lines that don't apply.

Line 1. Legal name of entity (or individual) for whom the EIN is being requested.

Enter the legal name of the entity (or individual) applying for the EIN exactly as it appears on the social security card, charter, or other applicable legal document. An entry is required.

Enter your first name, middle initial, and last name. If you're a sole proprietor, enter your individual name, not your business name. Enter your business name on line 2. Don't use abbreviations or nicknames on line 1.

Enter the name of the trust as it appears on the trust instrument.

Enter the name of the estate. For an estate that has no legal name, enter the name of the decedent followed by “Estate.”

Enter the legal name of the partnership as it appears in the partnership agreement.

Enter the corporate name as it appears in the corporate charter or other legal document creating it.

Enter the name of the plan administrator. A plan administrator who already has an EIN should use that number.

Enter the legal name of the Indian tribal government or tribal enterprise applying for the EIN.

Enter the trade name of the business if different from the legal name. The trade name is the “doing business as” (DBA) name.

For trusts, enter the name of the trustee. For estates, enter the name of the executor, administrator, personal representative, or other fiduciary. If the entity applying has a designated person to receive tax information, enter that person's name as the “care of” person. Enter the individual's first name, middle initial, and last name.

Enter the mailing address for the entity's correspondence. If the entity's address is outside the United States or its territories, you must enter the city, province or state, postal code, and the name of the country. Don't abbreviate the country name. If line 3 is completed, enter the address for the executor, trustee, or “care of” person. Generally, this address will be used on all tax returns.

If the entity is filing Form SS-4 only to obtain an EIN for Form 8832, use the same address where you would like to have the acceptance or nonacceptance letter sent.

Provide the entity's physical address only if different from its mailing address shown on lines 4a–4b. Don't enter a P.O. box number here. If the entity's address is outside the United States or its territories, you must enter the city, province or state, postal code, and the name of the country. Don't abbreviate the country name.

Enter the entity's primary physical location.

Lines 7a–7b. Name of responsible party.

Enter the full name (first name, middle initial, last name, if applicable) and SSN, ITIN, or EIN of the entity's responsible party.

The “responsible party” is the person who ultimately owns or controls the entity or who exercises ultimate effective control over the entity. The person identified as the responsible party should have a level of control over, or entitlement to, the funds or assets in the entity that, as a practical matter, enables the person, directly or indirectly, to control, manage, or direct the entity and the disposition of its funds and assets. Unless the applicant is a government entity, the responsible party must be an individual (that is, a natural person), not an entity .

For entities with shares or interests traded on a public exchange, or which are registered with the Securities and Exchange Commission, “responsible party” is (a) the principal officer, if the entity is a corporation; or (b) a general partner, if a partnership. The general requirement that the responsible party be an individual applies to these entities. For example, if a corporation is the general partner of a publicly traded partnership for which Form SS-4 is filed, then the responsible party of the partnership is the principal officer of the corporation.

For tax-exempt organizations, the responsible party is generally the same as the “principal officer” as defined in the Form 990 instructions.

For government entities, the responsible party is generally the agency or agency representative in a position to legally bind the particular government entity.

For trusts, the responsible party is a grantor, owner, or trustor.

For decedent estates, the responsible party is the executor, administrator, personal representative, or other fiduciary.

If you’re applying for an EIN for a government entity, you may enter an EIN for the responsible party on line 7b. Otherwise, you must enter an SSN or ITIN on line 7b. But, leave line 7b blank or enter “N/A,” “foreign,” or similar language, if the responsible party doesn't have and is ineligible to obtain an SSN or ITIN.

An LLC is an entity organized under the laws of a state or foreign country as a limited liability company. For federal tax purposes, an LLC may be treated as a partnership or corporation or be disregarded as an entity separate from its owner.

By default, a domestic LLC with only one member is disregarded as an entity separate from its owner and must include all of its income and expenses on the owner's tax return (for example, Schedule C (Form 1040)). For more information on single-member LLCs, see Disregarded entities , later.

Also, by default, a domestic LLC with two or more members is treated as a partnership. A domestic LLC may file Form 8832 to avoid either default classification and elect to be classified as an association taxable as a corporation. For more information on entity classifications (including the rules for foreign entities), see Form 8832 and its instructions.

If the answer to line 8a is “Yes,” enter the number of LLC members. If the LLC is owned solely by an individual and his or her spouse in a community property state and they choose to treat the entity as a disregarded entity, enter “1” on line 8b.

Line 9a. Type of entity.

Check the box that best describes the type of entity applying for the EIN. If you're an alien individual with an ITIN previously assigned to you, enter the ITIN in place of a requested SSN.

Check this box if you file Schedule C or Schedule F (Form 1040) and have a qualified plan, or are required to file excise, employment, alcohol, tobacco, or firearms returns, or are a payer of gambling winnings. Enter your SSN or ITIN in the space provided. If you're a nonresident alien with no effectively connected income from sources within the United States, enter “N/A.” You don't need to enter an SSN or ITIN.

This box is for any corporation other than a personal service corporation. If you check this box, enter the income tax form number to be filed by the entity in the space provided.

Check this box if the entity is a personal service corporation. An entity is a personal service corporation for a tax year only if:

The principal activity of the entity during the testing period (generally the prior tax year) for the tax year is the performance of personal services substantially by employee-owners, and

The employee-owners own at least 10% of the fair market value of the outstanding stock in the entity on the last day of the testing period.

Personal services include performance of services in such fields as accounting, actuarial science, architecture, consulting, engineering, health (including veterinary services), law, and the performing arts. For more information about personal service corporations, see the Instructions for Form 1120 and Pub. 542.

Check the Other nonprofit organization box if the nonprofit organization is other than a church or church-controlled organization and specify the type of nonprofit organization (for example, an educational organization).

If the organization is covered by a group exemption letter, enter the four-digit group exemption number (GEN) in the last entry. (Don't confuse the GEN with the 9-digit EIN.) If you don't know the GEN, contact the parent organization. See Pub. 557 for more information about group exemption letters.

If the organization is a section 527 political organization, check the Other nonprofit organization box and specify “Section 527 organization” in the space to the right. To be recognized as exempt from tax, a section 527 political organization must electronically file Form 8871, Political Organization Notice of Section 527 Status, within 24 hours of the date on which the organization was established. The organization may also have to file Form 8872, Political Organization Report of Contributions and Expenditures. Form 8872 must be filed electronically. Go to IRS.gov/PolOrgs for more information.

An estate is a legal entity created as a result of a person's death. Enter the SSN or ITIN of the deceased person in the space provided.

If the plan administrator is an individual, enter the plan administrator's taxpayer identification number (TIN) in the space provided.

Check this box if the entity has elected to be treated as a real estate mortgage investment conduit (REMIC). See the Instructions for Form 1066 for more information.

State and local governments generally have the characteristics of a government, such as powers of taxation, law enforcement, and civil authority. If you're unsure whether or not your organization is a government, search “What are government entities?” at IRS.gov for clarification.

The federal government is made up of the Executive, Legislative, and Judicial branches, as well as independent federal agencies. Unions, Veterans of Foreign Wars (VFW) organizations, and political organizations aren't federal agencies.

Check the box for Indian tribal governments/enterprises for a governing body of any tribe, band, community, village, or group of Indians, or (if applicable) Alaska Natives, but only if the Secretary of the Treasury (after consultation with the Secretary of the Interior) determines that the governing body exercises governmental functions.

Similarly, check this box if you are requesting an EIN for a tribal enterprise that is not recognized as a separate entity for federal income tax purposes, for example, a corporation under Section 17 of the Indian Reorganization Act of 1934, or Section 3 of the Oklahoma Indian Welfare Act.

For more information, see Regulations section 301.7701-1(a)(3), Rev. Rul. 94-16, 1994-1 C.B. 19, available at IRS.gov/pub/irs-tege/rr94_16.pdf , and Rev. Rul. 94-65, 1994-2 C.B. 14, available at IRS.gov/pub/irs-tege/rr94_65.pdf .

If not specifically listed, check the Other box and enter the type of entity and the type of return, if any, that will be filed (for example, “Common trust fund, Form 1065” or “Created a pension plan”). Don't enter “N/A.” If you're an alien individual applying for an EIN, see Lines 7a-7b , earlier.

Household employer. If you're an individual that will employ someone to provide services in your household, check the Other box and enter “Household employer” and your SSN. If you're a trust that qualifies as a household employer, you don't need a separate EIN for reporting tax information relating to household employees; use the EIN of the trust.

Household employer agent. If you're an agent of a household employer that is a disabled individual or other welfare recipient receiving home care services through a state or local program, check the Other box and enter “Household employer agent.” For more information, see Rev. Proc. 84-33 and Rev. Proc. 2013-39. If you're a state or local government, also check the state/local government box.

QSub. For a qualified subchapter S subsidiary (QSub) check the Other box and specify “QSub.” See Rev. Rul. 2008-18, 2008-13 I.R.B. 674, if the QSub election is made pursuant to a reorganization under section 368(a)(1)(F), and Disregarded entities below.

Withholding agent. If you're a withholding agent required to file Form 1042, check the Other box and enter “Withholding agent.”

A disregarded entity is an eligible entity that is treated as an entity not separate from its single owner for income tax purposes. Disregarded entities include single-member limited liability companies (LLCs) and certain qualified foreign entities. See the instructions for Forms 8832 and 8869, and Regulations section 301.7701-3 for more information on domestic and foreign disregarded entities.

The disregarded entity is required to use its name and EIN for reporting and payment of employment taxes; to register for excise tax activities on Form 637; to pay and report excise taxes reported on Forms 720, 730, 2290, and 11-C; to claim any refunds, credits, and payments on Form 8849; and where a U.S. disregarded entity is wholly owned by a foreign person, to file information returns on Form 5472. See the instructions for the employment and excise tax returns and Form 5472 for more information.

Complete Form SS-4 for disregarded entities as follows.

If a disregarded entity is filing Form SS-4 to obtain an EIN because it is required to report and pay employment and excise taxes, or for non-federal purposes such as a state requirement, check the Other box for line 9a and write “Disregarded entity” (or “Disregarded entity-sole proprietorship” if the owner of the disregarded entity is an individual).

If the disregarded entity is requesting an EIN for purposes of filing Form 5472, as required under section 6038A for a U.S. disregarded entity that is wholly owned by a foreign person, check the Other box for line 9a and write “Foreign-owned U.S. disregarded entity-Form 5472.”

If the disregarded entity is requesting an EIN for purposes of filing Form 8832 to elect classification as an association taxable as a corporation, or Form 2553 to elect S corporation status, check the Corporation box for line 9a and write “Single-member” and the form number of the return that will be filed (Form 1120 or 1120-S).

If the disregarded entity is requesting an EIN because it has acquired one or more additional owners and its classification has changed to partnership under the default rules of Regulations section 301.7701-3(f), check the Partnership box for line 9a.

If a foreign eligible entity is requesting an EIN for purposes of filing Form 8832 to elect classification as a disregarded entity, check the Other box for line 9a and write “foreign disregarded entity.”

Line 10. Reason for applying.

Check only one box. Don't enter “N/A.” A selection is required.

Check this box if you're starting a new business that requires an EIN. If you check this box, enter the type of business being started. Don't apply if you already have an EIN and are only adding another place of business.

Check this box if the existing business is requesting an EIN because it has hired or is hiring employees and is therefore required to file employment tax returns. Don't apply if you already have an EIN and are only hiring employees. For information on employment taxes (for example, for family members), see Pub. 15.

Check this box if you're requesting an EIN for banking purposes only, and enter the banking purpose (for example, a bowling league for depositing dues or an investment club for dividend and interest reporting).

Check this box if the business is changing its type of organization. For example, the business was a sole proprietorship and has been incorporated or has become a partnership. If you check this box, specify in the space provided (including available space immediately below) the type of change made. For example, “From sole proprietorship to partnership.”

Check this box if you purchased an existing business. Don't use the former owner's EIN unless you became the “owner” of a corporation by acquiring its stock.

Check this box if you created a trust, and enter the type of trust created. For example, indicate if the trust is a nonexempt charitable trust or a split-interest trust.

Don't file this form for certain grantor-type trusts. The trustee doesn't need an EIN for the trust if the trustee furnishes the name and TIN of the grantor/owner and the address of the trust to all payers. However, grantor trusts that don't file using Optional Method 1 and IRA trusts that are required to file Form 990-T must have an EIN. For more information on grantor trusts, see the Instructions for Form 1041.

Check this box if you have created a pension plan and need an EIN for reporting purposes. Also, enter the type of plan in the space provided. For more information about pension plans, visit IRS.gov and enter “Types of retirement plans” in the search box.

Check this box if you're requesting an EIN for any other reason, and enter the reason. For example, a newly formed state government entity should enter “Newly formed state government entity” in the space provided. A foreign-owned U.S. disregarded entity required to file Form 5472 should enter “Foreign-owned U.S. disregarded entity filing Form 5472” in the space provided.

If you're starting a new business, enter the starting date of the business. If the business you acquired is already operating, enter the date you acquired the business. For foreign applicants, this is the date you began or acquired a business in the United States. If you're changing the form of ownership of your business, enter the date the new ownership entity began. Trusts should enter the date the trust was funded or the date that the trust was required to obtain an EIN under Regulations section 301.6109-1(a)(2). Estates should enter the date of death of the decedent whose name appears on line 1 or the date when the estate was legally funded.

Line 12. Closing month of accounting year.

Enter the last month of your accounting year or tax year. An accounting or tax year is usually 12 consecutive months, either a calendar year or a fiscal year (including a period of 52 or 53 weeks). A calendar year is 12 consecutive months ending on December 31. A fiscal year is either 12 consecutive months ending on the last day of any month other than December or a 52-53 week year. For more information on accounting periods, see Pub. 538.

Your tax year will generally be a calendar year.

Partnerships must adopt one of the following tax years.

The tax year of the majority of its partners.

The tax year common to all of its principal partners.

The tax year that results in the least aggregate deferral of income.

In certain cases, some other tax year.

See the Instructions for Form 1065 for more information.

REMICs must have a calendar year as their tax year.

A personal service corporation must generally adopt a calendar year unless it meets one of the following requirements.

It can establish a business purpose for having a different tax year.

It elects under section 444 to have a tax year other than a calendar year.

Generally, a trust must adopt a calendar year except for the following trusts.

Tax-exempt trusts.

Charitable trusts.

Grantor-owned trusts.

Complete each box by entering the number (including zero (-0-)) of Agricultural , Household , or Other employees expected by the applicant in the next 12 months.

If no employees are expected, skip line 14.

If you expect your employment tax liability to be $1,000 or less in a full calendar year, you're eligible to file Form 944 annually (once each year) instead of filing Form 941 quarterly (every 3 months). Your employment tax liability will generally be $1,000 or less if you expect to pay $5,000 or less in total wages subject to social security and Medicare taxes and federal income tax withholding. For employers in the U.S. territories, generally, if you pay $6,536 or less in wages subject to social security and Medicare taxes, you're likely to pay $1,000 or less in employment taxes. If you qualify and want to file Form 944 instead of Forms 941, check the box on line 14. If you don't check the box, then you must file Form 941 for every quarter.

For more information on employment taxes, see Pub. 15.

Line 15. First date wages or annuities were paid.

If the business has employees, enter the date on which the business began to pay wages or annuities. For foreign applicants, this is the date you began to pay wages in the United States. If the business doesn't plan to have employees, enter “N/A.”

Enter the date you began or will begin to pay income (including annuities) to a nonresident alien. This also applies to individuals who are required to file Form 1042 to report alimony paid to a nonresident alien. For foreign applicants, this is the date you began or will begin to pay income (including annuities) to a nonresident alien in the United States.

Check the one box on line 16 that best describes the principal activity of the applicant's business. Check the Other box (and specify the applicant's principal activity) if none of the listed boxes applies. You must check a box.

Check this box if the applicant is engaged in erecting buildings or engineering projects (for example, streets, highways, bridges, and tunnels). The term “construction” also includes special trade contractors (for example, plumbing, HVAC, electrical, carpentry, concrete, excavation, etc., contractors).

Check this box if the applicant is engaged in renting or leasing real estate to others; managing, selling, buying, or renting real estate for others; or providing related real estate services (for example, appraisal services). Also, check this box for mortgage real estate investment trusts (REITs). Mortgage REITs are engaged in issuing shares of funds consisting primarily of portfolios of real estate mortgage assets with gross income of the trust solely derived from interest earned.

Check this box if the applicant is engaged in providing tangible goods such as autos, computers, consumer goods, or industrial machinery and equipment to customers in return for a periodic rental or lease payment. Also, check this box for equity real estate investment trusts (REITs). Equity REITs are engaged in issuing shares of funds consisting primarily of portfolios of real estate assets with gross income of the trust derived from renting real property.

Check this box if the applicant is engaged in the mechanical, physical, or chemical transformation of materials, substances, or components into new products. The assembling of component parts of manufactured products is also considered to be manufacturing.

Check this box if the applicant provides transportation of passengers or cargo; warehousing or storage of goods; scenic or sight seeing transportation; or support activities related to transportation.

Check this box if the applicant is engaged in transactions involving the creation, liquidation, or change of ownership of financial assets and/or facilitating such financial transactions; underwriting annuities/insurance policies; facilitating such underwriting by selling insurance policies or in providing other insurance or employee-benefit related services.

Check this box if the applicant is engaged in providing physical, medical, or psychiatric care; or in providing social assistance activities, such as youth centers, adoption agencies, individual/family services, temporary shelters, daycare, etc.

Check this box if the applicant is engaged in providing customers with lodging, meal preparation, snacks, or beverages for immediate consumption.

Check this box if the applicant is engaged in arranging for the purchase or sale of goods owned by others or purchasing goods on a commission basis for goods traded in the wholesale market, usually between businesses.

Check this box if the applicant is engaged in selling goods in the wholesale market generally to other businesses for resale on their own account, goods used in production, or capital or durable nonconsumer goods.

Check this box if the applicant is engaged in selling merchandise to the general public from a fixed store; by direct, mail-order, or electronic sales; or by using vending machines.

Check this box if the applicant is engaged in an activity not described above. Describe the applicant's principal business activity in the space provided.

Use line 17 to describe the applicant's principal line of business in more detail. For example, if you checked the Construction box on line 16, enter additional detail such as “General contractor for residential buildings” on line 17. An entry is required. For mortgage REITs, indicate mortgage REIT; and for equity REITs, indicate what type of real property is the principal type (residential REIT, nonresidential REIT, miniwarehouse REIT, etc.).

Check the applicable box to indicate whether or not the applicant entity applying for an EIN was issued one previously.

Complete this section only if you want to authorize the named individual to answer questions about the completion of Form SS-4 and receive the entity’s newly assigned EIN. You must complete the signature area for the authorization to be valid. The designee’s authority terminates at the time the EIN is assigned and released to the designee. EINs are released to authorized third-party designees by the method they used to obtain the EIN (online, telephone, or fax); however, the EIN notice will be mailed to the taxpayer.

When required, the application must be signed by (a) the individual, if the applicant is an individual; (b) the president, vice president, or other principal officer, if the applicant is a corporation; (c) a responsible and duly authorized member or officer having knowledge of its affairs, if the applicant is a partnership, government entity, or other unincorporated organization; or (d) the fiduciary, if the applicant is a trust or an estate. Foreign applicants may have any duly authorized person (for example, division manager) sign Form SS-4.

Instructions for Form SS-4 - Notices

We ask for the information on this form to carry out the Internal Revenue laws of the United States. We need it to comply with section 6109 and the regulations thereunder, which generally require the inclusion of an employer identification number (EIN) on certain returns, statements, or other documents filed with the Internal Revenue Service. If your entity is required to obtain an EIN, you're required to provide all of the information requested on this form. Information on this form may be used to determine which federal tax returns you're required to file and to provide you with related forms and publications.

We disclose this form to the Social Security Administration (SSA) for their use in determining compliance with applicable laws. We may give this information to the Department of Justice for use in civil and/or criminal litigation, and to cities, states, the District of Columbia, and U.S. commonwealths and territories for use in administering their tax laws. We may also disclose this information to other countries under a tax treaty, to federal and state agencies to enforce federal nontax criminal laws, and to federal law enforcement and intelligence agencies to combat terrorism.

We will be unable to issue an EIN to you unless you provide all of the requested information that applies to your entity. Providing false information could subject you to penalties.

You're not required to provide the information requested on a form that is subject to the Paperwork Reduction Act unless the form displays a valid OMB control number. Books or records relating to a form or its instructions must be retained as long as their contents may become material in the administration of any Internal Revenue law. Generally, tax returns and return information are confidential, as required by section 6103.

The time needed to complete and file this form will vary depending on individual circumstances. The estimated average time is:

If you have comments concerning the accuracy of these time estimates or suggestions for making this form simpler, we would be happy to hear from you. You can send us comments at IRS.gov/FormComments . Or you can write to the Internal Revenue Service, Tax Forms and Publications Division, 1111 Constitution Ave. NW, IR-6526, Washington, DC 20224. Don't send Form SS-4 to this address. Instead, see Where To File or Fax , earlier.

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