1. Home
  2. Required Documents
  3. EIN

Required documents: EIN

What to prepare before you apply. Exact requirements depend on the applicant, the jurisdiction and, for banking, the provider. We confirm your list before anything is submitted.

Documents generally required

  • Your company’s formation document as filed with the state
  • Responsible party’s SSN or ITIN, if they have one

Information you’ll provide

  • Legal and trade name
  • Mailing address
  • Entity type and number of members
  • Responsible party’s name
  • Reason for applying and start date
  • Principal business activity
The process

How it works

  1. Send business details

  2. We prepare Form SS-4

  3. Choose the right route

  4. Submit to the IRS

  5. Receive confirmation

Conditions to know

  • The application route depends on whether you have an SSN or ITIN and where your business is based.
  • The IRS decides whether to issue an EIN.
  • Upload documents securely in your client portal or send them to us on WhatsApp.

Ready with your documents?

Apply now, or contact us if you’re not sure what applies to you.

WhatsApp