How can I obtain a Tax ID Number?

When you apply to open an account for an estate or a trust at any financial institute, you will be asked for the taxpayer identification number. The IRS issues taxpayer identification numbers. You must complete an SS-4 form. To obtain a taxpayer identification number, the preferred method of the IRS is as follows: 

  • Go to the Tax Information for Businesses website
  • Click on the link titled ‘Employer Identification Number’ 
  • Click on “Apply for an EIN Online’ 
  • Scroll down to click on line titled ‘Apply Online Now’ 
  • Click on ‘Begin Application’ 
  • Choose Estate or Trust (whichever applies to your administration) 
  • Click ‘Continue’ - follow all instructions and complete all requested information. The IRS will provide an EIN number and confirmation page to print for your records. 

Show All Answers

1. What is the definition of Probate?
2. What are the two types of Probate for a decedent's estate?
3. How do I determine which Clerk's Office to contact for Probate?
4. Why do I have to probate a decedent's estate?
5. What if the decedent's only asset was a motor vehicle?
6. Does the Clerk’s Office hold wills for safekeeping?
7. How do I obtain my will that has been held for safekeeping?
8. How do I obtain a will that has been secured in Loudoun County Courthouse for someone who is now deceased?
9. Does Virginia have a procedure for probate for a small estate?
10. Where may a copy of a death certificate be obtained in Virginia?
11. Whom do I contact about estate taxes?
12. How can I obtain a Tax ID Number?
13. How do I file a claim against an estate?