Resource · EIN

EIN Application Checklist.

The document, identifier, and coordination sequence for obtaining an EIN — including the non-resident path without an SSN.

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01 · Prerequisites

  • Legal entity name exactly as filed with the state.
  • State of formation and formation date.
  • Responsible party name and identifier — SSN, ITIN, or foreign identifier.
  • U.S. mailing address for IRS correspondence.

02 · Application path

  • Responsible party with SSN or ITIN: apply via IRS online EIN assistant.
  • Non-resident responsible party without SSN or ITIN: submit Form SS-4 by fax to the IRS International EIN team.
  • Never submit Form SS-4 by mail unless there is no alternative; turnaround is measured in months.

03 · On issuance

  • Archive CP 575 confirmation letter on receipt.
  • If CP 575 is not received within four weeks, request 147C.
  • Confirm entity name and EIN match across all downstream registrations.