Type of Entity
Sole Proprietor / Individual
For an individually owned business not registering with the
state as a Corporation or LLC. For example, Bob's Lawncare.
Partnership
For a business not registering with a state as a Corporation
or LLC, and owned by multiple people. For example, Bob and Hals
Lawncare.
Limited Liability Company (LLC)
For a business registering with a state as an LLC. For
example, Bob's Lawncare LLC.
Corporation
For a business registering with the state as a corporation.
For example, Bob's Lawncare INC.
S-Corporation
For a business registering with the state as an
S-corporation. For example, Bob's Lawncare INC.
Personal Service Corporation
For a businesss in a field such as health, law, accounting,
and consulting which is registering with a state as a Personal Service
Corporation.
A license to practice is usually required. AKA a
Professional Corporation. For example, Bob's Law Group PC.
Church Controlled Organization
For a church or non-profit church-controlled organization.
Other Non-profit
For non-profit organizations that do not also fall under one
of the other entity types like Corporation or Church-Controlled.
Trust
For legal arrangements in which assets are owned and managed
by someone for the benefit of another.
Estate of a Deceased Individual
For the Estate of a deceased individual.
Sole Proprietor / Individual
For an individually owned business not registering with the
state as a Corporation or LLC. For example, Bob's Lawncare.
Partnership
For a business not registering with a state as a Corporation or
LLC, and owned by multiple people. For example, Bob and Hals Lawncare.
Corporation
For a business registering with the state as a
corporation. For example, Bob's Lawncare INC.
Limited Liability Company (LLC)
For a business registering with a state as an LLC. For
example, Bob's Lawncare LLC.
Personal Service Corporation
For a businesss in a field such as health, law,
accounting, and consulting which is registering with a state as a
Personal Service Corporation. A license to practice is required. AKA a
Professional Corporation. For example, Bob's Law Group PC.
Church Controlled Organization
For a church or non-profit church-controlled
organization.
Other Non-profit Organization
(not church
controlled)
For other non-church-controlled non-profit
organizations.
Type of Trust
Trustee: A Trustee manages the
assets of the Trust.
There may be more than one Trustee (but only
list one).
Grantor: There may be more than
one Grantor(but only list one)
and they can also be known as the Trustor, Donor, Settlor,
Conservator, Guardian,
or Custodian. The Trustee and Grantor
may sometimes be the same.
Estate of Deceased Individual
Executor/Administrator/Personal
Representative: This individual has primary
responsibility for the administration of the Estate of the Deceased.
Deceased: The individual that
passed away.
The Estate is the assets of the Deceased at
the time of death.
Business Owners Name
Enter the first name, middle initial, and last name of the
individual that owns the
business.
Sole Proprietors may only list one owner.
Name of partnership
Enter the name of the partnership as it appears in the
partnership agreement.
For example, Bob and Hals Partnership
If there is no partnership agreement, enter the names of at
least 2 partners.
For example, Bob Smith and Hal Jones
Name of Limited Liability Company
Enter the name of the LLC.
An LLC name must end in an indicater, such as LLC, Limited
Liability Company, Limited, or LTD
Name of Corporation
Enter the name of the corporation.
Corporation names must end a corporate indicator such as
Inc, Incorporated, Corp, Corporation, Co, Limited, or LTD.
Name of Personal Service Corporation
Enter the name of the personal service corporation.
Name of Church Controlled Organization
Enter the name of the church or church controlled
organization.
Name of Non Profit Organization
Enter the name of the non profit organization.
Name of Trust
Enter the name of the Trust.
Name of Estate
Enter the name of the Estate. For example, Bob Jones
Estate.
Trade Name or Business Name
Enter the name of the business, or what you wish to Do
Business as.
This field is Optional, you do not have to have a business
name to file as a Sole
Proprietor.
For example, Bob's LawnCare.
Do not include corporate indicaters, such as Corporation,
INC, LLC etc. These are not allowed for Sole Proprietors.
Trade Name of Partnership
Enter trade name, Doing Business As (DBA) if it is different
from line 1.
Trade Name of LLC
Enter the trade name, Doing Business As (DBA) if it is
different from above.
Trade Name of Corporation
Enter the name you wish to Do Business As if different than
above.
Trade Name of Personal Service
Corporation
Enter the name you wish to Do Business As if different than
above.
Trade Name of Church Controlled
Organization
Enter the name you wish to Do Business As if different than
above.
Trade Name of Non Profit
Enter the name you wish to Do Business As if different than
above.
Trade Name of Trust
Enter Doing Business As (DBA), if different from above.
Trade Name of Estate
Enter only if different from above.
Social Security Number of
business owner
Enter the Social Security Number of the Individual that own
the business.
This should be the Social security number of the individual
listed above.
Estate Help
Enter the social security number of the Deceased.
Deceased: The individual that passed away.
The Estate is the assets of the Deceased at
the time of death.
Type of Non Profit
Enter the type of non profit you want to operate.
General Partner
There may be more than one General
Partner in the Partnership, but
for the purposes of this form
please enter only one.
Principal name and SSN
Principal Officer:
The highest ranking officer of the Corporation.
President/CEO etc.
Principal name and SSN
Principal officer:
The highest ranking officer of the LLC.
If a single owner LLC, this must be the
single owner.
If multiple owner LLC, enter only one
owners information.
Personal Service
Corporation
Principal Officer:
The highest ranking officer of the Corporation.
President/CEO etc.
Church Controlled
Organization
Care of name:
Name or responsible member.
Principal
Enter the name and social security number of the individual
responsible for the organization.
Principal Help
Required: Enter the name/ssn.
Enter Grantors Name and
Social Security
Number
Grantor:
There may be more than one Grantor (but only list one) and
they can also be known as the
Trustor, Donor, or Settlor, Conservator, Guardian, or Custodian.
The Trustee and Grantor may sometimes be the same.
Enter Trustee Name and Social
Security Number
Trustee:
A Trustee manages the assets of the Trust.
There may be more than one Trustee (but only list
one).
Estate Help
Estate
Executor: The Executor has primary
responsibility for the administration of
the Estate for the Deceased.
Deceased: The individual that passed away.
The Estate is the assets of the Deceased
the time of death.
LLC
LLC
Deceased: The individual that passed away.
The Estate is the assets of the Deceased assets at
the time of death.
Care of Name
Enter the name of individual responsible for the
organization.
Non Profit Care of Name
Enter the name of individual responsible for the
organization.
Business Address
Enter the physical address of your business.
PO Boxes are not allowed in this field.
Business Address
Enter the physical address of your business.
Business Address
Enter the physical address of your business.
Business Address
Enter the physical address of your business.
Corporation Address
Enter the physical address of your business.
Organizations Address
Enter the physical address of your Organization.
Organizations Address
Enter the physical address of your Organization.
Address
Enter the physical address of your Executor or Trustee.
Physical Address
All Applications
Enter only if different then mailing address.
County
Enter the county where your Sole Proprietorship is located.
County
Enter county where entity is located.
County
Enter county where the LLC is located.
County
Enter county where the corporation is located.
County
Enter county where the corporation is located.
County
Enter county where the organization is located.
County
Enter county where the organization is located.
County
Enter county where organization is located.
County
Enter county where organization is located.
Ward/Protected
Individual Information
A ward is a person incapable of caring for his or her own interests
due to infancy, incapacity, or disability.
Grantor:
The Grantor grants the assets that the Trust
contains.
There may be more than one Grantor
(but only list one) and they can
also be known as the Trustor, Donor,
or Settlor. The Trustee and Grantor
may sometimes be the same.
Trustee:
A Trustee manages the assets of the Trust.
There may be more than one Trustee (but only
list one).
Mailing Address
Enter the Mailing Address you wish your documents to go to.
Partnership Address
Enter the Mailing Address you wish your documents to go to.
LLC Mailing Address
Enter the Mailing Address you wish your documents to go to.
Corporation Mailing Address
Enter the Mailing Address you wish your documents to go to.
Mailing Address
Enter the Mailing Address you wish to use.
Mailing Address
Enter the Mailing Address you wish to use.
Mailing Address
Enter the Mailing Address you wish to use.
Mailing Address
Enter the Mailing Address you wish to use.
Estate Address
Enter the Mailing Address of the individual above.
Reason for Applying
Select the option that best describes why you are applying.
Activity of Business
Select the option that best describes the activity of your
business.
If not listed check other and enter your reason.
Specific Activity of Business
Please specify the activity of your business.
Products or Services
Provided
Enter a short description of merchandise sold;
specific
construction work done; products produced; or services provided.
Products or Services Provided
Enter a short description of merchandise sold; specific
construction work done; products produced; or services provided.
The most common answer to this question is no. But please click yes if
it is true for your business.
Previous EIN Application
Select Yes and enter the information only if you have
applied for an EIN for a Sole Proprietorship under the same
individual's name above.
Applied Before
If the general partner has applied for an EIN before, please
enter the requested information.
Applied Before
Enter the information if you have applied for an
EIN before.
Applied Before
Enter the information if you have applied for an
EIN before.
Applied Before
Enter the information if you have applied for an
EIN before.
Applied Before
Enter the information if you have applied for an
EIN before.
Applied Before
Enter the information if you have applied for an
EIN before.
Applied Before
Enter the information if you have applied for an
EIN before.
Applied Before
Enter the information if you have applied for an
EIN before.
Date business started
Enter the date the business was started or acquired.
Dates
• Enter the date the business was started or acquired.
• Enter the closing month of the Accounting year (Usually
December).
Dates
• Enter the date the business was started or acquired.
• Enter the closing month of the Accounting year (Usually
December).
Dates
• Enter the date the business was started or acquired.
• Enter the closing month of the Accounting year (Usually
December).
Dates
• Enter the date the business was started or acquired.
• Enter the closing month of the Accounting year (Usually
December).
Date Organization started
Enter the date the organization was started or acquired.
Enter the closing month of the Accounting year (Usually
December).
Date Organization started
Enter the date the organization was started or acquired.
Enter the closing month of the Accounting year (Usually
December).
Trust Dates
• Enter the date of the death.
• Enter the closing month of the Accounting year (Usually
December).
• Enter the date the trust began or will begin paying
employees, if applicable.
Dates
Enter applicable dates.
Employees
Select yes only if you expect to have employees in the next 12
months.
Fill out the requested fields if applicable.
Household employee
A household employee refers to babysitters, nannies, au pairs,
cleaning people, housekeepers, maids, drivers, health aides, private
nurses, caretakers, yard workers, and similar domestic workers.
Wages
Select yes only if you expect to pay less than $4,000 in wages
over the next
calendar year.
Required
Member(s) of LLC
Single Member: The LLC has only one owner.
Multiple Member: The LLC has multiple owners.
Taxation of LLC
Individual/Partnership: Default type. Not taxed as a separate
entity from
its owner(s).
S-Corporation: LLC is planning to elect an S-Corporation tax
structure.
Corporation: LLC is planning to elect a Corporation tax
structure.
Agreement Section
Click the checkbox to agree and enter the contact information for the
person applying.
Bankruptcy Estate (Individual)
A bankruptcy estate is a separate and distinct taxable entity from
the individual debtor,
created when an individual debtor files for bankruptcy under Chapter
7 or 11. When an
individual files for bankruptcy under these chapters of the
bankruptcy code, a separate
estate is created consisting of property held by the debtor as of
the beginning of the
case. Under some circumstances, this estate also consists of
property acquired by the
debtor and the estate after commencement of the case.
Charitable Lead Annuity Trust
A charitable lead annuity trust is one form of a charitable lead
trust. The overarching
term "charitable lead trust" refers to an arrangement in which
property income or investment
income is given to a charity while the grantor is living, but the
principal passes to other
designated parties upon the grantor's death.
In a charitable lead annuity trust, the trust pays a fixed
percentage of the initial value
of its assets to the charity for the charitable term.
Charitable Lead Unitrust
A charitable lead unitrust is one form of a charitable lead trust.
The overarching term
charitable lead trust" refers to an arrangement in which property
income or investment
income is given to a charity while the grantor is living, but the
principal passes to other
designated parties upon the grantor's death.
In a charitable lead unitrust, the trust pays a percentage of the
value of its assets,
determined annually, to a charity for the charitable term.
Charitable Remainder Annuity Trust
A charitable remainder annuity trust is one form of a charitable
remainder trust. The overarching
term "charitable remainder trust" refers to an arrangement in which
property or money is donated
to a charity, but the donor (called the grantor) continues to use
the property and/or receive
income from it while living.
In a charitable remainder annuity trust, the trust pays a fixed
dollar amount to charity annually.
Charitable Remainder Unitrust
A charitable remainder unitrust is one form of a charitable
remainder trust. The overarching term
"charitable remainder trust" refers to an arrangement in which
property or money is donated to a
charity, but the donor (called the grantor) continues to use the
property and/or receive income
from it while living.
In a charitable remainder unitrust, the trust pays a fixed
percentage of its value to charity annually.
Conservatorship
A conservatorship is a trust created as the result of a legal
process in which the court appoints an
individual or organization to make financial decisions for another
person who is determined to be
financially incapable of making those decisions. A person under
conservatorship is a conservatee, or
protected person.
Custodianship
A custodianship is a trust set up for a minor or incapacitated
person.
Escrow
Escrow is a legal arrangement whereby an asset (often money, but
sometimes other property such as art,
a deed of title, website, or software source code) is delivered to a
third party (called an escrow
agent) to be held in trust pending a contingency or the fulfillment
of a condition or conditions in a
contract. When the set condition or conditions are met, the escrow
agent delivers the asset to the proper
recipient; otherwise the escrow agent is bound by his or her
fiduciary duty to maintain the escrow account.
FNMA (Fannie Mae)
The Federal National Mortgage Association (FNMA), commonly known as
"Fannie Mae," is a financial services
company serving the home mortgage industry. The company offers banks
and other mortgage lenders financing,
credit guarantees, technology, and services so lenders can make more
home loans to more customers. It is
a private, shareholder-owned company formed with a charter from
Congress that requires it to support the
housing finance system.
GNMA (Ginnie Mae)
The Government National Mortgage Association (GNMA), commonly known
as "Ginnie Mae," was created by the
federal government as a wholly owned corporation within the U.S.
Department of Housing and Urban
Development (HUD). Its main purpose is to provide financial
assistance to low or moderate income
homebuyers by promoting mortgage credit.
GNMA pools channel funds from the securities market into the
mortgage market and help increase the supply
of credit available for housing. The investors receive a monthly
pass-through of principle and interest
payments on the pooled mortgages.
Guardianship
A guardian is a person who has the legal authority (and the
corresponding duty) to care for the personal
and property interests of another person, called a ward. Usually, a
person has the status of guardian
because the ward is incapable of caring for his or her own interests
due to infancy, incapacity, or
disability. Generally, the parents of a minor child are the legal
guardians of that child and can designate
who shall become the child's legal guardian in the event of their
death.
Irrevocable Trust
In an irrevocable trust the grantor has no control of the trust (the
trust cannot be repealed or
annulled) and the trust will pay tax.
Pooled Income Fund
A pooled income fund is one form of a charitable remainder trust.
The overarching term "charitable
remainder trust" refers to an arrangement in which property or money
is donated to a charity, but the
donor (called the grantor) continues to use the property and/or
receive income from it while living.
In a charitable pooled income fund, the donor transfers assets
(usually cash) to a trustee, and those
assets are commingled and invested in a "pooled" fund with other
donors' gifts. The donor
receives a portion of the total income from the fund annually. When
the donor dies, his or her
remainder interest in the fund is conveyed to the charity.
Qualified Funeral Trust
A qualified funeral trust (QFT) is a grantor trust, where the
grantor purchases funeral services
prior to death, and the applicable funeral home files one income tax
return for all separate trusts.
The trust is treated as a non-grantor trust if the following
conditions are met:
• The trustee makes an election under IRC section 677(a)(3)
• Each trust is treated separately for tax rates
• The contributions are invested for funeral services of the
stated person only.
Receivership
A receivership is a legal or equitable proceeding in which a
receiver is appointed for an insolvent
corporation, partnership, or individual to preserve its assets for
the benefit of affected parties.
Revocable Trust
A revocable trust is a trust that may be altered or terminated
during the grantor's lifetime.
Since the trust may be altered at any time until the grantor's
death, it is considered part
of the grantor's estate and is subject to taxation. The property is
passed on to the
beneficiaries only after the grantor's death, and the revocable
trust then becomes irrevocable.
Settlement Fund (under IRC Sec 468B)
A designated settlement fund or qualified settlement fund is a trust
or fund established under IRC Sec
468B. This code section permits a defendant to deposit money or
property into a trust or fund and
receive a full and complete release of liability.
Trust (All Others)
A trust is a legal entity created under state law and taxed under
federal law in which one party holds
assets for the benefit of another. A trust is required to file a
Form 1041 (U.S. Income Tax Return for
Estates and Trusts) to report its income, deductions, gains, and
losses.
State or Foreign Country of Business FormationThis
is the state or foreign country your business was/is forming in. The
term for LLC formation is "organization"
and the term for forming a Corporation is "incorporation".
The most common answer to this question is no. But please click yes if
it is true for your business.
The most common answer to this question is no. But please click yes if
it is true for your business.
The most common answer to this question is no. Excise taxes apply only
to specific types of businesses such as those
involved with gambling, alcohol, tobacco, firearms, and motor fuel. They
are filed quarterly on IRS Form 720.
