ESTATE TAX ID / EIN APPLICATION

Apply in 3 Simple Steps:

  • 1 Select Entity Type
  • 2 Complete the Form
  • 3 Submit Application

An Estate consists of the real and/or personal property of the deceased person. The estate pays any debts owed by the decedent and distributes the balance of the estate's assets to the beneficiaries of the estate. An estate arises on a person's death whether the person died with or without a will.

Enter information for the Deceased Individual

  • Application Assistance
    First Name

    Enter the first name of the person that passed away.

    The Deceased Individual may also be called the Decedent.

  • Application Assistance
    Middle Name (Optional)

    Enter the middle initial or name of the person that passed away.

    The Deceased Individual may also be called the Decedent.

  • Application Assistance
    Last Name

    Enter the last name of the person that passed away.

    The Deceased Individual may also be called the Decedent.

  • Application Assistance
    Social Security Number (SSN)

    Enter the SSN of the person that passed away.

    We use Secure Sockets Layer or SSL to encrypt and protect your personal information.

  • Application Assistance
    Verify SSN

    Enter the SSN of the person that passed away.

    We use Secure Sockets Layer or SSL to encrypt and protect your personal information.

Executor, Administrator or Personal Representative

  • Application Assistance
    First Name

    Enter the first name of the Executor, Administrator or Personal Representative.

    This is the Responsible Party of the estate that will manage the estate on behalf of the deceased individual.

  • Application Assistance
    Middle Name (Optional)

    Enter the middle initial or name of the Executor, Administrator or Personal Representative.

    This is the Responsible Party of the estate that will manage the estate on behalf of the deceased individual.

  • Application Assistance
    Last Name

    Enter the last name of the Executor, Administrator or Personal Representative.

    This is the Responsible Party of the estate that will manage the estate on behalf of the deceased individual.

  • Application Assistance
    Title

    Select the title of the person that will manage the estate.

    This is the Responsible Party of the estate that will manage the estate on behalf of the deceased individual.

  • Application Assistance
    Social Security Number (SSN)

    Enter the SSN of the Executor, Administrator or Personal Representative.

    We use Secure Sockets Layer encryption to protect your personal information.

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    Application Assistance
    Verify SSN

    Re-enter the SSN of the Executor, Administrator or Personal Representative to verify it matches the previously entered SSN.

    We use Secure Sockets Layer encryption to protect your personal information.

Executor, Administrator or Personal Representative Address (No P.O. Boxes)

  • Application Assistance
    Street Address (No P.O. Boxes)

    Enter the physical street address of the Executor, Administrator or Personal Representative.

    Warning – The IRS does not accept P.O. Boxes

  • Application Assistance
    City

    Enter the city of the Executor, Administrator or Personal Representative.

    Warning – The IRS does not accept P.O. Boxes

  • Application Assistance
    State

    Select the State of the Executor, Administrator or Personal Representative.

    Warning – The IRS does not accept P.O. Boxes

  • Application Assistance
    Zip Code

    Enter the 5-digit postal zip code of the Executor, Administrator or Personal Representative.

    Warning – The IRS does not accept P.O. Boxes

  • Application Assistance
    County

    Enter the County of the Executor, Administrator or Personal Representative.

    Warning – The IRS does not accept P.O. Boxes. Do not confuse “County” with “Country”.

  • Application Assistance
    Mailing Address

    Please select "Yes" if your mailing address is different than your physical place of business.

Estate Information

  • Application Assistance
    Date of Death

    Select the date the individual passed away on.

  • Application Assistance
    Closing Month of Accounting Year

    Select the closing month of the accounting year.

    The IRS most commonly recognizes December as the end of the accounting year, but this is not always the case.

  • Application Assistance
    Common Questions

    Please select yes if this applies to your business.

    The most common answer to this question is no. If you select yes, provide details in the boxes that will appear.

 

Communication

  • Applicaton Assistance
    Phone

    Please enter the best phone number for the applicant.

    Our agents will only call you if there is an issue with your application.

  • Applicaton Assistance
    Email

    Please enter the best email address for the applicant.

    Our agents will send you an email containing your Tax ID / EIN so you can print it out and use it instantly!

  • Applicaton Assistance
    Verify Email

    Please re-enter the email to verify it matches the previously entered email.

    Our agents will send you an email containing your Tax ID / EIN so you can print it out and use it instantly!

  • Submit Application

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