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 via mail within 24 hours. If you need assistance with this process, please contact the CamaPlan office at 866-559-4430.

Step 1

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