EIN Process
You have just determined that you require an EIN for your IRA/401(k)…now what?
CamaPlan has arranged for Kerr & Company P.C. to obtain EIN numbers for the low cost of $99.00 for CamaPlan clients. This method will ensure that the information supplied to the IRS is consistent, correct and fast. Please follow the steps below and someone from Kerr will be in touch with your new EIN.
Step #1 – EIN Processing Fee
Submit your payment for the $99 application fee (via debit or credit card).
Step #2 – IRS SS-4 Form
Complete sections 1-8b (except for 3, 5a, 5b) with your personal information on the IRS SS-4 Form. Electronically sign and submit the form and a Kerr representative will contact you.
Step #3 – Receive your confirmation
You will receive your EIN confirmation from the IRS when it has been completed. If you need assistance with this process, please contact the CamaPlan office at 866-559-4430.
