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
   • 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, Foreign Trusts are faxed only. We do not call the IRS to set up these entities due to long hold times.
   • 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, and 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
2. Process:
   • Once you complete your payment, you’ll instantly receive a link to our EIN-Set-Up form on Gumroad. 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.
3. Proof of Service and Refund Policy StatementOnce 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.
   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.
4. 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)
   * Update* We are developing a FAQ Blog Section that will include correction templates and other resources to help if you receive an IRS letter requesting more information or if there's any confusion about a submitted SS-4.