EIN Application

Apply for your trust's Employer Identification Number

What is an EIN?

An Employer Identification Number (EIN) is a unique 9-digit number assigned by the IRS to identify your trust for tax purposes. Most trusts need an EIN to open bank accounts, file tax returns, and conduct financial transactions.

1
Entity Type
2
Trust Details
3
Responsible Party
4
Reason & Review
5
Complete

Select Entity Type

What type of entity are you applying for?

Step 1 of 4
Your information is secure and encrypted

Trust Details

Enter information about your trust

Step 2 of 4

Enter the exact legal name as it appears on your trust document

The person(s) who created the trust

Your information is secure and encrypted

Responsible Party

The individual who controls or manages the trust's assets

Step 3 of 4

Who is the Responsible Party?

The responsible party is the individual who has control over the trust's funds and assets. This is typically the trustee. The IRS requires this person's SSN for EIN applications.

Required by IRS for EIN application (Form SS-4)

SSN is encrypted and never stored

Reason & Review

Why do you need an EIN and review your application

Step 4 of 4

Most trusts use December (calendar year end)

Review Your Application

Entity Information

Entity Type Trust
Trust Type Revocable Living Trust

Trust Details

Trust Name —
Date Created —
State of Formation —
Grantor(s) —

Responsible Party

Name —
Title —
SSN ***-**-****
Phone —
Application submitted securely to IRS

EIN Application Approved!

Your Employer Identification Number has been assigned by the IRS and is ready to use immediately.

Your Trust EIN
88-1234567

Recommended Next Steps

  • Complete Triple Lock Process — File Forms 56, 56-F, and 8822-B with the IRS
  • Open Trust Bank Account — Use your new EIN to open accounts in the trust's name
  • Fund Your Trust — Transfer assets into the trust using proper documentation
  • Set Up Tax Calendar — Mark Form 1041 filing deadline (April 15 or extension)