Federal Tax Identification Number for an Estate Account

Once the Letters Testamentary have been issued by the Clerk of the Court, the Executor is responsible for obtaining what is called a Federal Tax Identification Number (IRS Form SS-4). This number is similar to a Social Security number issued to an Individual person. It will be used when the Executor opens an Estate Account with a financial institution.

You can find IRS Form SS-4 at the IRS Website.  The form can be completed on the internet by either the Executor or the Attorney representing the Estate.  However, if the Attorney is the person doing it, he or she must have a Power of Attorney given by the Executor to obtain the number on behalf of the Executor.

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