Enter information for the trust applying for an EIN:
* Select the legal entity's trust type. Refer back to the previous page for a list of definitions on trust types for further information.
If you selected "Other Trust Type" in the previous question, enter the trust type of the legal entity.
* Enter the name of the trust as it appears on the trust instrument.
* Trustees of a qualified revocable trust (QRT) & the executor of a related estate, if any, use Form 8855 to make a section 645 election. This allows a QRT to be treated & taxed (for income tax purposes) as part of its estate during the election period.
Enter information for the grantor (who may also be referred to as the owner, trustor, donor, settlor, conservator, guardian, or custodian):
* Only list one (1) grantor. The grantor !amp trustee may be the same person. SSN is an acronym for Social Security Number. U.S. applicants MUST have a SSN to apply. ITIN is an acronym for Individual Taxpayer Identification Number.


 
* Enter the grantor's first name (as it appears on their Social Security Card or Passport). Only enter information for one (1) grantor, even if there is more than one. The grantor & trustee may be the same person.
Enter the grantor's middle name (as it appears on their Social Security Card or Passport). Only enter information for one (1) grantor, even if there is more than one. The grantor & trustee may be the same person.
* Enter the grantor's last name (as it appears on their Social Security Card or Passport). Only enter information for one (1) grantor, even if there is more than one. The grantor & trustee may be the same person.
* U.S. residents MUST enter their Social Security Number ("SSN"). U.S. non-residents should enter their Individual Taxpayer Identification Number ("ITIN"). If the U.S. non-resident does NOT have an ITIN, enter "N/A".
International applicants WITH an ITIN must upload a copy of their IRS issued ITIN notice with this online EIN application in a .pdf or .jpg format. This is NOT required for U.S. residents or international applicants WITHOUT an ITIN.
Enter information for the trustee (defined as the individual who manages the assets of the trust):
* Enter the trustee's first name (as it appears on their Social Security Card or Passport). Only enter information for one (1) trustee, even if there is more than one. The grantor & trustee may be the same person.
Enter the trustee's middle name (as it appears on their Social Security Card or Passport). Only enter information for one (1) trustee, even if there is more than one. The grantor & trustee may be the same person.
* Enter the trustee's last name (as it appears on their Social Security Card or Passport). Only enter information for one (1) trustee, even if there is more than one. The grantor & trustee may be the same person.
* U.S. residents MUST enter their Social Security Number ("SSN"). U.S. non-residents should enter their Individual Taxpayer Identification Number ("ITIN"). If the U.S. non-resident does NOT have an ITIN, enter "N/A".
International applicants WITH an ITIN must upload a copy of their IRS issued ITIN notice with this online EIN application in a .pdf or .jpg format. This is NOT required for U.S. residents or international applicants WITHOUT an ITIN.
* Enter the title of the individual managing the assets of the trust, generally called the "trustee".
Enter address information for the trustee:
Trustee's Physical Address - No P.O. Boxes Allowed.
* Enter the physical street address for the trustee. Do NOT enter a P.O. Box. Enter any unit/suite/apt number AFTER the street name.
* Enter the city where the physical address is located for the trustee. Do NOT enter a P.O. Box.
* Enter the U.S. county where the trust is located if the trust is located in the United States. Do NOT use abbreviations. If the trust is located outside of the United States, then enter "N/A".
* Enter the state or province where the physical address is located for the trustee. Do NOT use abbreviations. If the physical address is located in a country with no provinces or states, then enter "N/A".
* Enter the physical address's zip/postal code for the trustee.
* Select the country where the physical address is located for the trustee.
Trustee's Mailing Address - P.O. Boxes Allowed. (If different.)
Enter the mailing street address for the trustee. A P.O. Box is allowed. Enter any unit/suite/apt number AFTER the street name.
Enter the city where the mailing address is located for the trustee. A P.O. Box is allowed.
Enter the state or province where the mailing address is located for the trustee. Do NOT use abbreviations. If the mailing address is located in a country with no provinces or states, then enter "N/A".
Enter the mailing address's zip/postal code for the trustee.
Select the country where the mailing address is located for the trustee.
Answer the following question and complete the text box if it applies:
* Select "Yes" only if the trust listed above has previously applied for and received an EIN.
If the answer to the previous question is "Yes", enter the previous EIN (if known).
Select the requested date information:
* Select the month the trust was funded.
* Select the date the trust was funded.
* Select the year the trust was funded.
* Select the last month of the accounting year or tax year (generally December for most trusts). Tax-exempt trusts, charitable trusts, and grantor-owned trusts may have a different closing month for the accounting or tax year.
Enter employee and wage information:
* A calendar year is January to December.
* Enter the highest number of agricultural employees the trust expects to have in the upcoming 12 months. If none or not applicable, enter "0".
* Household employees include: babysitters, nannies, au pairs, cleaning people, housekeepers, maids, drivers, health aids, private nurses, caretakers, yard workers, etc. If none or not applicable, enter "0".
* Enter the highest number of other employees the trust expects to have in the upcoming 12 months. Other employees refers to any employees other than agricultural or household employees. If none or not applicable, enter "0".
* Enter in the MM/DD/YEAR format.
Enter contact information for the trustee:
* Enter a valid email address for the trustee.
* Enter a phone number for the trustee. Include an area code in brackets before the phone number.
Enter a fax number for the trustee. Include an area code in brackets before the fax number. This field is optional.
Terms Of Agreement:
* Check the box to agree to the Terms Of Agreement before submitting this form.
* Enter the security code shown below before you submit the online form.
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PLEASE READ: Clicking the "Submit EIN Application" button below will submit your online EIN application form to us. Please ensure that you are ready to pay the application fee ($75 USD for U.S. applicants and $175 USD for international applicants) before submitting your EIN application to us for processing. Thank you!