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.