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Is there a way to get an IRS EIN assignment letter?

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1 reply to this topic

#1 maverick


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Posted 18 September 2008 - 04:48 PM

Plan document client terminated his plan and is attempting to roll the money over to an IRA. Current custodian is insisting that employer provide a copy of the IRS letter that assigned a trust ID number. His accountant prepared and filed the SS-4, but did not retain a copy of the IRS letter or any other documentation to "prove" that the TIN is valid. Is there a process for doing this, possibly similar to getting a copy of an IRS determination letter?

Thanks. Maverick

#2 vebaguru


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Posted 18 September 2008 - 06:12 PM

Apply for a new EIN and check the box that states that a number was previously assigned. I prefer on-line filing to actual SS-4 filing, so I can print out the number immediately.