Entity Name
Full legal business name exactly as registered with state authorities or on the formation documents.
Correctly completing the Employment Employer Identification Application avoids payroll delays, backup withholding triggers, and filing penalties; it establishes the employer’s federal tax identity and enables timely reporting and tax deposits.
The EIN application is completed by responsible parties who register an employer tax account or establish a business entity for federal tax purposes.
After issuance, the EIN is used by payroll staff, accountants, and government agencies to identify the employer on tax and information returns.
Full legal business name exactly as registered with state authorities or on the formation documents.
Name, SSN or ITIN, and title of the individual who controls, manages, or directs the entity.
Entity type selection (sole proprietor, corporation, partnership, trust, estate, LLC classification).
Select the IRS-approved reason (new business, hiring employees, banking, tax reporting).
Date when the business began or will begin operations for tax-reporting purposes.
Mailing address and phone number for IRS correspondence and verification.
| Field | Configuration |
|---|---|
| Required Fields | Make legal name, responsible party TIN, and business start date mandatory. |
| Signer Authentication | Use email plus SMS code or stronger ID verification for the responsible party. |
| Templates | Create a reusable SS-4 template to reduce repeated errors. |
| Retention | Enable secure archival and audit logs for at least the federal minimum retention. |
Choose a platform that preserves signed SS-4 records in PDF/A or standard PDF, supports secure access, and integrates with payroll or accounting systems.
No fee or fixed deadline; apply before payroll or vendor payments begin.
Employee copies due by Jan 31 each year.
Recipient and IRS copies due Jan 31 for nonemployee compensation.
Individual tax returns due April 15; extensions available to Oct 15 with Form 4868.
Register with state workforce/tax agency immediately after hiring employees.
Collect formation docs, responsible party TIN, and business details before starting.
Complete and submit online, by fax, or by mail to the IRS.
Online issuance is immediate; mailed or faxed requests may take several business days.
Use EIN for payroll setup, banking, and tax filings once issued.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |