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Application Form

Get EIN# Manually Put This in So Auto Fill Forms Can Work

Form to Fill Out – Email to
Processor/Rosen

	You	Spouse
Full Legal Name:
Mobile Number:
Email:
Home Address:
Date of Birth:

FAMILY

Children

Full legal name	Date of birth	Full legal name	Date of birth

Confirm

Track Your Process Here

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Your Selected Solution

Original 643b Compliant Trust

TDS Engagement Agreement
TDS Invoice for Retainer
Application – Form
Auto Fill
Email Trust Cert & EIN # Confirmation
Send TDS Invoice
TDS Invoice for implementation fee
Email to HIRE CPA & Attorney

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