Obtain an EIN E-mail

 

The Internal Revenue Service requires your Limited Liability Company to have a tax identification number known as an Employer Identification Number (EIN). In order to obtain a EIN you will need a filed copy of the Articles of Organization that you filed with you state of choice. You can complete the form SS-4 online at:

Internal Revenue Service SS-4 Online Application.

Below you will find complete instructions on how to fill out the form. You will need a filed copy of your articles of Organization which the Secretary of State in the state which you filed will send back to you after it is accepted for recording. You will need the date of formation from this document to complete the SS-4 form.

Line 1. Insert the legal name of your limited liability company

Line 4a and 4b. Insert the address that you want all the mail from the IRS sent to.

Line 6. Insert the county and state where the business is located. If you have a Registered Agent on your Articles of Organization with a different address than your mailing address use the county and state from the Registered Agent.

Line 7a. Insert the name of your current custodian. Your IRA that is being held by the current custodian is a member of your limited liability company.

Line 7b. Insert the tax identification number of your current custodian here. Call your current custodian to get their tax identification number.

Line 8a. If your limited liability company has only one member check the "Other" box and write "Disregard 8832" in the field. Your entity is disregarded for tax purposes and 8832 is the applicable form.

Line 9. Check the "Started a New Business" box and write "Investments" in the field.

Line 10. Insert the date your limited liability company was formed in this box. The date is listed on the filed copy of your Articles of Organization. You can usually also find it on your Secretary of States website.

Line 11. Write "December" in the field.

Line 14. Check the "Other" box and write "investments" in the field.

Line 15. Write "Investments" in the field.

Line 16. Check the "No" box. This line is asking whether the entity listed in Line 1 (your newly formed LLC) has ever filed for an EIN before, you will check no even if you as an individual have previously filed for an EIN.

Third Party Designee. Complete this area if you want your tax professional, attorney or other third party to be able to view your application and answer questions regarding your limited liability company.

Signature Box. Complete this area with your name and title, phone number, fax number, date and signature.

The IRS will immediately issue you an EIN.

You will need an EIN, Articles of Organization and an Operating Agreement in order to open a bank account for your Self Directed IRA LLC.

 
 
The information on this site is for informational purposes only. Self Directed IRA LLC and its affiliates and subsidiaries are not providing legal or investment advice and assume no liability for any inaccurate, delayed or incomplete information, nor for any actions taken in reliance thereon. The information contained has been supplied as general information. Prior to making any investment decision, it is recommended that you consult and seek advice from a qualified investment and/or legal counsel.