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Found 2 results

  1. justanotheradmin
    Has anyone tried using the IRS website to request a trust identification number recently? What should be listed for line 7a, and 7b? I would think the "Name of responsible party" would be the Plan Sponsor as the trust grantor, and then the EIN of the Plan Sponsor would be used, but the instructions say to use EIN only if the Name of the responsible party is a government entity. The website will not accept an EIN, and that screen cannot be by passed? Should the instructions for listing a responsible person for the business entity (principal officer, etc) be followed instead? but we aren't applying for an EIN for the business, its for the trust. what have folks been doing?
  2. puzzledbypensions
    Hi. We have been advised that we should apply for a Trust ID for all of our plans that currently use their EIN as the TIN. Is there a good reason to be doing this? Is there a requirements that a plan have a separate TIN? We had stopped as we had confusion in the past with TIN's being deactivated after non-use. Thank you!
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