The Employer Identification Number or EIN is issued by the IRS. It is used to get a bank account for the estate, file the estate’s tax forms, etc.
The process for obtaining an EIN is relatively straightforward.
To get an EIN, you just have to complete the IRS Form SS-4. This can usually be completed and submitted online.
Here is the link: https://www.irs.gov/businesses/small-businesses-self-employed/apply-for-an-employer-identification-number-ein-online
If you cannot complete it online, you can print the form and mail it in. The form and instructions can be found here: https://www.irs.gov/forms-pubs/about-form-ss-4
a. Click “apply online now“
b. Click “begin application“
c. Select “estate” and click “continue“
d. Fill in the decedent’s information and click “continue“
e. Fill in the executor’s information and click “continue“
f. Fill in the mailing address for the estate and click “continue.” This is usually the executor’s address.
g. Fill in the estate information.
h. Check “no” for not having employees, and click “continue“
i. Click “receive letter online” and click “continue“
j. The PDF letter should pop up on your screen.
Be sure to save this PDF as it is very difficult to get another copy of this. Save the PDF and send us a copy for your file.
If you have any questions during this process, we are here to help. Contact our Houston Probate Attorneys for all of your probate and estate administration needs.
Our Houston Probate Attorneys provide a full range of probate services to our clients, including helping with probate administrations. Affordable rates, fixed fees, and payment plans are available. We provide step-by-step instructions, guidance, checklists, and more for completing the probate process. We have years of combined experience we can use to support and guide you with probate and estate matters.
Disclaimer: The content of this website is for informational purposes only and should not be construed as legal advice and should not be acted upon without consulting a qualified probate attorney.
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