Print SS-4 Forms

If you received your Tax ID Number from Mechanics Bank, we will submit the SS-4 form for you.  However, if you did not obtain a TIN from the bank, use this feature to print an SS-4 form.

Accessing the Report

From the Trustee Suite Main Menu toolbar, select ‘Reports’, click on the ‘Other’ tab and select ‘Print SS-4 Forms’ from the Print Reports screen to invoke the Parameters for SS-4 Forms screen (shown below).

Generating the Report

From the Parameters for SS-4 Forms screen, populate the following fields:

  • Trustee:  Select the Trustee number or ‘-All-‘.
  • Case:  Select the Case number via the drop-down box.
  • Reprint:  Select this checkbox if you wish to reprint your report.

Printing the Report

From the Parameters for SS-4 Forms screen, select from the following options:

  • Preview:  Selecting this button enables you to view before printing.
  • Print:  Selecting this button sends the report to the default printer.
  • To PDF:  This button prints the report to PDF and saves a copy to Document Management.
  • Cancel:  This button undoes any changes and cancels the print job.
  • Save Defaults:  This button sets the current field selections as the default each time this report is accessed.

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