1 reply to this topic

[maverick]

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

[vebaguru]

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.