Class Bank Account
Guidelines for Filing a Class Tax ID Number
These instructions only apply to those classes who currently do NOT have a tax ID number. Check with previous Class Officers to see if a number exists.
1. Obtain an SS-4 Application for Employer Identification Number form from the IRS Web site, which is www.irs.org. Look for the "Form SS-4" and print it out.
2. On line 1, fill out the form listing the "Legal name of entity" as "Wheaton College Class of XXXX.
3. On line 3, "Executor, administrator, trustee, 'care of name'," you enter YOUR NAME.
4. Lines 4a and 4b should be completed using YOUR HOME ADDRESS.
5. Lines 5a and 5b should be completed using WHEATON COLLEGE/NORTON, MA 02766.
6. Line 6 should list YOUR COUNTY/STATE.
7. Line 8a, check "NO."
8. Line 9a, check "Other nonprofit organization" and specify by entering "College Class."
9. Line 10, check "Other" and specify as "Class Treasurer.
10. Line 11, start date of "business" should be July 1, 20XX of year you take control.
11. Line 12, enter "June" because Wheaton fiscal year ends June 30.
12. Other lines are self-explanatory (check instructions). On Line 16 - Principal Activity, check "Other" and specify by entering "Educational Reunions."
13. Once completed, call the IRS number listed for your area on the instructions and follow touchtone instructions IF YOU HAVE ACCESS TO A FAX to send confirmation within 24 hours. Be sure to ask for the fax number.
14. If you DO NOT HAVE ACCESS TO A FAX, mail the form to the appropriate address listed in the instructions for your geographic area. You should receive an EIN within three weeks.
15. Once you have been assigned an EIN, it belongs to the class for as long as it is in existence. Be sure to put it in a safe place and pass it along to other Class Officers. The only thing that changes is the mailing address and "care of" person. These changes must be made in writing and instructions are available here.
This page is maintained by Office of Alumnae/i Relations and Annual Giving. Last updated on 9/5/07.
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