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Posted

Old instructions for changing a plan name or address said to send a letter or fax to the office that issued the EIN, and indeed there were several offices for various geographic areas. Nowadays, we get EINs online. There is a single fax number and address (Cincinnati) on the newest instructions if you want to get an EIN that way; not sure if that would work for a change.

Further muddling things is the fact that this particular EIN has likely been de-activated, with no activity since 2017. The address for re-activation is in Ogden UT (different fax from the Cincy address for changes). 

Any experience with changes and reactivations at the same time? After googling all of this for an hour, I'm inclined to just get a new number.

Ed Snyder

Posted

It turns out that not only did we change the name thru the procedure mentioned, but did have activity not that long ago, so...never mind, all good (sigh).

Ed Snyder

Posted

hmmm...I thought it was sufficient to complete the 5500.  Did you also do that for the Trust EIN associated with the plan?

Posted
17 hours ago, TPApril said:

hmmm...I thought it was sufficient to complete the 5500.  Did you also do that for the Trust EIN associated with the plan?

Nothing to do with the 5500. That has the sponsor ID. I am (was) talking about the plan id. 

Ed Snyder

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