First check whether the phone route fits
Under the current SS-4 telephone instructions, the phone option requires the applicant to have no legal residence, principal place of business, or principal office or agency in the United States or U.S. territories. The IRS March 2026 processing update adds the operational classification test: the principal business must be created or organized outside the United States and U.S. territories.
Prepare the complete form before calling
- Entity legal name and trade name, if any.
- Mailing address, physical address and principal business location.
- Responsible party’s full name and the correct line 7b entry.
- LLC member count and U.S.-organization answer on lines 8a–8c.
- Entity type on line 9a and the real reason for applying on line 10.
- Start date, accounting-year closing month, employee estimates and principal activity.
- Prior-EIN answer on line 18.
The IRS recommends completing Form SS-4 first because its representative uses the form information to establish the account and assign the number.
Who should make the call?
The caller must be authorized to receive the EIN and answer questions about Form SS-4. The responsible party can call. A third party can call only with valid authorization through the completed Third Party Designee section and signature area.
The SS-4 instructions say a third-party designee’s authority ends when the EIN is assigned and released to that designee. It is not continuing authority over the entity’s tax account.
What happens during and after the call
- The representative asks for the information from Form SS-4 and may clarify entries.
- If an EIN is assigned, write it in the upper-right corner of your form.
- Sign and date the retained form and keep it in the entity’s permanent records.
- If the representative asks for it, send the signed Form SS-4—including third-party authorization—by the address or fax number provided within 24 hours.
These are the steps stated in the IRS Instructions for Form SS-4. Assignment depends on the information supplied and IRS processing; this guide cannot guarantee an EIN during a call.
Five avoidable call problems
- Calling without a fully prepared SS-4.
- Using an unauthorized assistant who cannot legally receive the number.
- Guessing line 9a tax classification during the call.
- Confusing a registered-agent address with the principal place of business.
- Calling repeatedly or applying through another method for the same entity.
One EIN per responsible party per day
The IRS limits issuance to one EIN per responsible party per day across online, telephone, fax and mail applications. The limit is not reset by changing the application method.
If phone is not practical
An international applicant can also submit Form SS-4 by fax or mail. The current IRS page lists 855-215-1627 when the international-route fax is sent within the United States and 304-707-9471 when sent from outside the United States. Recheck routing before filing and use only one method for the entity.