EIN SET-UP SERVICE STARTER PACKAGE (Foreign Grantor Trust ONLY) $35

Disclaimer: Use this package if you're not in a hurry to get your Foreign Trust EIN. Otherwise, consider getting a copy of Setting Up Your Estate Private Bank and Foreign Trust Here:

1. Service Overview: This service is for the FOREIGN GRANTOR TRUST EIN ONLY. There are two package options: $35 package: This option includes fax-only submission. Please note that this package does not include tracking or updates, and we cannot be held responsible for any errors made by IRS agents during processing. Delivery time for this package is approximately 4-14 business days, sometimes longer depending on IRS agent availability. $125 package: Service calls. We will call the IRS to obtain your Foreign EIN over the phone. We guarantee delivery of the Foreign Trust EIN in 24-48 hours. See below for more details. An EIN is a unique identifier assigned by the Internal Revenue Service (IRS) to businesses and other entities for tax purposes.
   • Foreign Trusts are established exclusively through phone, mail, or fax, unlike the Estate and Private Bank.
   • To maintain low costs for this service, $35 package for Foreign Trusts are faxed only. We do not call the IRS to set up these entities.
   • Your payment includes the preparation of a paper form SS-4 for a Foreign Trust and faxing it to the IRS.
   • Once the fax is received by the IRS, an IRS agent will undertake the task of entering the information provided on the SS-4 into their systems to create a Foreign Trust EIN. The agent will then mail a confirmation letter to you.
2. $125 Service Package
   • Includes us calling the IRS on your behalf to set up your Foreign Trust EIN.
   • We address any errors or confusion by IRS agents.
   • We obtain the appropriate 98 or 99 prefix EIN and deliver the EIN directly to you via email
   • You will receive your Foreign Trust EIN within 24-48 hours depending on volume.
3. Process for $35 Package
   • Once you complete your payment, you’ll instantly receive a link to our EIN-Set-Up form on Gumroad. This link does not come to your email it is available immediately after purchase. You must complete this form and return it to us so that we may begin the process. Please furnish the essential information required for establishing your Foreign Trust.
   • Please ensure that you complete the requested details accurately.
   • We will complete a paper copy IRS Form SS-4 and fax it to the IRS on your behalf.
   • You will get a copy of your SS-4 and a fax confirmation showing it was sent to the IRS for processing.
   • Once the IRS receives the fax, an IRS agent will input the information from the SS-4 into their system to create a Foreign Trust EIN. The agent will then send a confirmation letter to you by mail.
   • The IRS states that it usually takes about two weeks to receive confirmation of a foreign trust by mail. However, based on our experience, when faxing the SS-4 to the IRS, it can take anywhere from two weeks to six months to get your Foreign Trust EIN confirmation letter in the mail from the IRS.
   • We can’t offer tracking services because of limited resources and staff. However, we have recorded that your SS-4 form was submitted to the IRS, and you should receive your EIN confirmation letter by mail soon.
4. Proof of Service and Refund Policy Statement Once a customer receives a copy of their SS-4 and the accompanying fax confirmation, service will be considered fully rendered. As a result, no refunds will be issued for this service.
   • Before proceeding, carefully review the refund policy associated with this service.
   • Before placing an order for this service, please ensure that you fully understand your purchase. If you have any questions or uncertainties, refrain from making the purchase until you’ve received clarification.
   • If you're unsure about the function or purpose of a Foreign Trust, please wait to make a purchase until you understand its benefits and relevance to your needs. We are developing resources to help you gain a better understanding
   Weekly Client Acceptance Limit:
   • To provide personalized attention and prevent overbooking, we limit the number of new clients accepted each week.
   • Our team evaluates capacity based on available resources, staff availability, and workload.
   • Once the weekly limit is reached, any additional inquiries will be scheduled for the following week.
5. Booking Process:
   • Clients are encouraged to reach out promptly.
   • Our booking system operates on a first-come, first-served basis.
   • If the weekly limit has been met, clients will be informed of the next available slot only if subscribed to Kristina (gumroad.com)
6. Errors & CorrectionsMistakes can happen. If we entered your Foreign Trust information incorrectly, we will gladly correct it at no cost to you. However, if the error was made while you were providing the information, you’ll need to make the necessary corrections yourself. We have witnessed countless mistakes from IRS agents. If an IRS agent makes an error, such as requesting additional information unnecessarily or assigning the wrong EIN to your Foreign Trust, we are not responsible for those corrections. We have created an EIN FIX IT GUIDE to help you communicate with the IRS and encourage them to assist in providing you the correct EIN for your Foreign Trust. throughout this process you will need to build your communication skills and confidence when communicating with the IRS.