Staking Your Claim.
The federal tax identifier your whole climb is anchored to.
- Lessons
- 7
- Running time
- 9 min
- Includes
- PDF guide
Cub Lake Trail
Seven lessons, in order.
Each lesson stands on its own, 9 min in all. Start at the first waypoint, or go straight to the one you need.
-
Introduction
The Claim Form
Pull up a chair to the CMS-1500 - the form behind nearly every professional claim, and the three boxes this series is built on.
1 min Start -
Lesson 2
What Is an EIN
A nine-digit number the IRS assigns to your organization - and why TIN, EIN, and SSN are not three different things.
1 min Start -
Lesson 3
SSN vs EIN
What it really costs to bill under your Social Security Number, and the difference between a tax ID and actual liability protection.
2 min Start -
Lesson 4
How To Get Yours
Free, direct from the IRS, in minutes - plus what to have in front of you before you start, and who to never pay for it.
2 min Start -
Lesson 5
Where It Shows Up
Box 25 on the CMS-1500, Form Locator 5 on the UB-04, Loop 2010AA on electronic claims - and the mismatch that bounces every one of them.
1 min Start -
Lesson 6
When Things Change
When a structure change forces a new EIN, when it does not, and the 24% that gets withheld if your records stop matching.
1 min Start -
Closing
The Chain Begins
Back to the claim form - your entity identified to the federal government, and everything that traces back to it.
1 min Start