Entity name
Enter the legal name exactly as registered with state or as it appears on formation documents to avoid mismatches and processing delays.
The SS-4 establishes a legal tax identity for a business or other entity, enabling payroll reporting, banking, vendor accounts, and federal tax filings. Obtaining an EIN separates business and personal tax responsibilities and is often required to hire employees, open commercial bank accounts, and file information returns.
Common applicants include corporations, LLCs, partnerships, estates, trusts, and nonprofits that require a federal taxpayer identification number.
Verify the entity classification and responsible party information before filing: the IRS uses those selections to determine reporting obligations and correspondence routing.
Enter the legal name exactly as registered with state or as it appears on formation documents to avoid mismatches and processing delays.
If using a DBA or trade name, record it so the EIN links to the business's public-facing identity and banking correspondence.
Provide the name and taxpayer identification (SSN or ITIN) of the person with control over funds and assets; accurate ID is required under IRS rules.
Select the correct entity type (corporation, partnership, sole proprietor, LLC, trust, estate) and indicate single-member LLC classification when applicable.
Specify why the EIN is requested (banking, hiring, pension plan, withholding agent, estate administration) to assist IRS routing.
Enter the six-digit principal activity code that best describes primary operations; use IRS instructions to choose the most accurate code.
| Field | Configuration |
|---|---|
| Field mapping | Map PDF fields to database columns. |
| Conditional fields | Show fields when specific entity types chosen. |
| Signer authentication | Use email, SMS, or stronger ID verification. |
| Attach documents | Include formation documents and taxpayer ID copies. |
Digital completion requires secure eSignature, file export as PDF, and a verifiable audit trail to support IRS recordkeeping.
EIN issued immediately upon successful submission.
Processing by IRS may take several business days.
Mail submissions processed on IRS schedule; expect longer delays.
International applicants receive EIN via phone during call.
Keep confirmation notice as proof of EIN assignment.
Tim Martin needed an EIN to open entity bank accounts and process tenant payments.
The clinic required EINs for payroll and provider tax reporting across several locations.
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