PRIVATE PHONE HANDOFF RECORD - EINFOREIGNER
Optional coordination aid, not an IRS form or authorization.
Keep locally. Do not send this record or personal information to EINForeigner.

For an eligible international telephone EIN application only.
A U.S.-organized LLC cannot use that telephone application route.
Never use this worksheet to start a second application for the same entity.

1. CALL AND OUTCOME
Entity reference in your own records:
Caller and basis of authorization:
Call date, time and time zone:
EIN assigned / not assigned / unclear:
If assigned, location of signed, dated SS-4 with EIN in upper-right corner:
Open question to clarify with the IRS, if any:

2. ONLY IF THE REPRESENTATIVE REQUESTED THE SIGNED SS-4
Request date, time and time zone:
Exact instructions, read back to the representative:
Destination provided by the representative (do not substitute a generic one):
Mail or fax method specified:
Person handling the signed form:
24-hour deadline, with date and time zone:
Same deadline converted to sender's time zone:
Earlier internal target for action:
Signed SS-4 ready:
Any third-party designee authorization included:
Sending evidence and date/time:
Unresolved instruction or missed deadline to clarify with the IRS:

If no signed form was requested, mark section 2 NOT REQUESTED.
Do not infer a request from this worksheet. Do not assume 24 hours means
the next business day or that sending evidence proves IRS processing.

3. CLOSE THE INTERNAL HANDOFF
Record location shared with the authorized person:
Sending evidence filed with call notes and retained SS-4, if applicable:
Remaining uncertainty and the person handling clarification:

IRS instructions: if an EIN is assigned, write it in the upper-right corner
of SS-4, sign and date the form, and keep the copy. If requested by an IRS
representative, mail or fax the signed SS-4, including any third-party
designee authorization, within 24 hours to the destination they provide.
The designee's authority ends when the EIN is assigned and released to them.
This worksheet does not extend that authority or guarantee an EIN.

Source: https://www.irs.gov/instructions/iss4
Source checked: November 4, 2026.
Guide: https://einforeigner.com/ein-by-phone-international/#phone-handoff
Time-zone coordination and evidence filing are EINForeigner suggestions.