There are times that call for you to have a copy of your Solo 401k trust EIN letter. Perhaps you are opening a new Solo 401k trust bank or brokerage account, or just completing a real estate closing.

If you don't have an EIN letter on hand, you can easily get one faxed or mailed from the IRS.

Just call the IRS Business & Specialty Tax Line toll free at 1-800-829-4933 between 7am and 7pm local time.

When you reach them, request a 147c letter. The request is free and typically processed the same-day. Keep in mind the IRS often has long hold times. We recommend you put them on speaker and go about your other tasks since sometimes hold times can be upwards of 45 minutes.

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