EINFOREIGNER - PRIVATE PREPARER HANDOFF RECORD
Preparation aid, not an IRS form or filing. Keep privately. No SSN/ITIN fields.
Sources checked November 1, 2026; source URLs appear on the guide.

1. APPLICANT
LLC exact legal name:
State formation record / date / private file reference:

2. CONTROL
Individual proposed for responsible-party review:
Who can direct the entity and the disposition of its funds?
Document references / relevant authority:
Missing or conflicting evidence:

3. SEPARATE ROLES
Formation helper / limited task / current role, if any:
Proposed responsible party / evidence reference:
Intended SS-4 designee, if any / authorization to review:
Signature review reference (official SS-4 instructions):

4. REVIEW
Reviewer / review date:
Status: ready for form preparation / unresolved
Open question / next document needed:
Application stage: not applied / EIN exists
If nominee is already listed: review IRS Form 8822-B instructions.
If actual responsible party changes: review the 60-day reporting requirement.

Do not submit this record to EINForeigner. A ready record is not IRS approval.
https://www.irs.gov/businesses/small-businesses-self-employed/responsible-parties-and-nominees
https://www.irs.gov/instructions/iss4