Banks commonly request an EIN for business accounts, although required documents vary by bank and entity type. They may also require the approval letter mailed directly from the IRS to the business address (Form CP 575). Check directly with the financial institution for their requirements.

Swyft Filings' EIN service is intended to help customers prepare and submit the information needed for the EIN request. The EIN identifies the business for federal tax and administrative purposes; it does not replace the state formation filing, a business license, or nonprofit tax-exempt recognition. The business should keep its EIN confirmation with its permanent records because banks, payroll providers, tax professionals, and licensing agencies may request it.

The customer account is the central place to review available order information and documents. When an online change is not available, or when the request could affect a filing already in progress, the customer should contact Swyft Filings support so the team can determine what can still be changed and whether a separate filing is required.