maverick Posted September 18, 2008 Posted September 18, 2008 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
Ron Snyder Posted September 18, 2008 Posted September 18, 2008 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.
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