EIN INSTRUCTIONS Read Thru This First, Then Follow Instructions to Get EIN

***Please have a working printer so at the end you will be able to print out your EIN confirmation***

>>> EIN IS FREE

STEP 6: You are now on the EIN Assistant page. At this point, the application begins and will time out IF you do not finished in 15 minutes. If it times out, you will need to start your application over again. To begin, click >>

STEP 7: Select as your legal structure by clicking inside the round dial.

Then click >>

STEP 8: Select as the type of trust you are getting by clicking inside the round dial at right column, third option. Then click >>

STEP 9: This page tells you that YOU WILL BE filing a 1041 annually for the Irrevocable Trust. Click Continue to confirm >>

Step 3: In the middle of the next page, click on the 3rd link: How to Apply for an EIN

STEP 4: On the next page, in the 2nd paragraph,click on Internet EIN under Apply Online

STEP 5: On the next page, scrolldown and click on "APPLY ONLINE NOW"

STEP 10: Select as the Responsible Party of the Irrevocable Trust. Then click >>

STEP 11: Enter YOUR information as the Responsible Party as follows:

Then click >>

STEP 12: Select as the Trustee of the Irrevocable Trust.

Then click >>

STEP 13: Enter YOUR information as the Trustee as follows:

Then click >>

STEP 14: This section is for the mailing address for your Irrevocable Trust. You must enter a complete address. P.O. boxes and international addresses are allowed. The only special characters allowed for street and city are and /. Do not use symbols like # for apts. or periods to shorten Avenue or Road (spell it out). Do not use spaces or dashes or a 1 in front of phone numbers. ONLY put numbers in.

Then click >>

STEP 15: Verify your mailing address. Choose the option as indicated below. DO NOT

accept the database version. Instead, choose Accept As Entered.

STEP 16: Entering details about your Irrevocable Trust. LOCK YOUR CAPS and type in the name of your trust like PASSION FOR PURPOSE TRUST. Write the word TRUSTout in full. All the words will fit even if it seems like the first word disappeared behind the box...do not worry, it is there. When it prints out, you will only see a TR after the name of your trust on the summary page. That is ok...no problem. It is the website that does that...you did nothing wrong.

Then click >>

STEP 17: Select to indicate that you will have NO employees. Then click >>

STEP 18: Select to IMMEDIATELY receive your EIN

Confirmation Letter. Youll be able to view, print, and save the letter immediately.

Then click >>

STEP 19: This is the Summary Page. You DO NOT need to print it out. Look it over for mistakes. You will see some letters after your name. That is an IRS code. Don't worry about that. Scroll to the bottom and hit >>

STEP 20: Congratulations! Your EIN has been successfully assigned.

Then scroll down and click >> STEP 21: PRINT OUT your EIN Confirmation Letter ....If you cannot print it, then SAVE IT to your

computer in your documents and label it, EIN CONFIRMATION FOR TRUST to print out later. If you did print it out, still save it so you will have it in two locations.

Your EIN # begins with 45-XXXXXX. WRITE IT DOWN on a piece of paper before clicking on anything else.

You Will Need Two Things to Open an Ordinary Checking/Savings Account; (1) Your EIN Confirmation Letter (2) You will ALSO need a section of your trust packet called "Certificate of Trust" Yes we CAN

help you Setup the Bank Account with Wells Fargo Private banking. ONCE you have opened a bank account you have just opened the banking solution for your TRUST ACCOUNT.

Any immediate questions or issues, please email me at

Chand0671@gmail.com

I cannot accept calls after to 3: PM PST time.

If not too busy, I can take calls 10:am until 3:00 PM Pacific Standard Time

Thank you for considering us for your Trust needs.