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Home→Forms→Estate EIN Application

How Do I Get an EIN for an Estate?

An estate needs its own EIN before the executor can open a bank account or file taxes. This tool pre-fills IRS Form SS-4 with estate-specific answers. Free.

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About the Person Who Died

Information about the person whose trust or estate needs an EIN.

The IRS needs this to link the new tax ID to their records. This stays in your browser and is never stored or transmitted.

FREE & PRIVATE: This form is free—no account or credit card required. Your form entries and generated document never leave your browser—SimplyTrust does not transmit or store them. You are responsible for saving your completed document.

SELF-HELP SERVICE: SimplyTrust provides a self-help document preparation service. We are not a law firm and cannot provide legal advice, select forms for you, or tell you how to complete forms. Our role is limited to providing a platform where you input your own information into document templates.

NOT LEGAL ADVICE:This document was created entirely based on your selections. SimplyTrust does not review, analyze, or verify your entries, nor do we verify your identity, capacity, or authority to act. You are solely responsible for determining whether this document meets your needs and for completing all required execution formalities (signatures, witnesses, notarization, or recording) in accordance with your state's laws. For any legal questions, consult a licensed attorney in your state.

Frequently Asked Questions

Yes. If the estate will earn income, open a bank account, or file a tax return (Form 1041), it needs its own EIN. The executor or personal representative applies.

As soon as the executor is appointed. An estate EIN is needed to open an estate bank account, pay bills, collect debts owed to the estate, and distribute assets.

If you apply online through the IRS EIN assistant, you receive the EIN immediately. The assistant is available Monday through Friday, 7:00 AM to 10:00 PM Eastern.

No. The IRS does not charge for EIN applications. Any service that charges you is charging for convenience, not the EIN itself.

The decedent's legal name, Social Security Number, date of death, and a valid SSN or ITIN for the executor or personal representative.

Why an Estate Needs Its Own EIN

When someone dies, their estate becomes a separate tax entity. The executor or personal representative cannot use the decedent's Social Security Number to open estate bank accounts or file the estate's tax return.

An estate EIN is required to open an estate checking account for paying bills and distributing assets, to file IRS Form 1041 (the estate income tax return), and to correspond with the IRS about estate matters.

The IRS issues EINs for free through their online assistant, but the form asks questions most people have never seen before. This tool fills in the answers for you based on a few simple questions about the estate.