How to Get an EIN for a Revocable Trust

by Christopher Carter ; Updated April 19, 2017

A revocable trust exists as an agreement that indicates how to distribute a person’s property while he is alive and when he dies, as explained by the Missouri Bar website. An employer identification number, also known as a federal tax ID number, is a nine-digit number used to identify a trust for taxation purposes. All revocable trusts, with the exception of certain grantor-owned revocable trusts, must get an EIN from the Internal Revenue Service. Also, a bank uses an EIN to identify a trust for banking purposes.

Step 1

Apply online using the IRS website. The easiest way to get an EIN for a revocable trust is to complete Form SS-4 online. Input the legal trustee name, address and Social Security number. A trustee is the party responsible for managing the trust resources and dispersing assets to trust beneficiaries. Check the box indicating the EIN is for a trust. Indicate the reason for applying for an EIN and the date when the trust was established. Sign and date Form SS-4. An EIN is assigned to the revocable trust at the conclusion of the online session.

Step 2

Dial 800-829-4933 to reach the IRS Business and Specialty Tax Line. Call Monday through Friday from 7 a.m. to 10 p.m. local time. Provide information about the trust to an IRS assistor. The assistor captures the information to complete Form SS-4 over the phone. The IRS assistor will provide the trust with an EIN after the telephone interview is complete.

Step 3

Print Form SS-4 from the IRS website. Complete all sections of the form. Include a coversheet that details the contact name, address, telephone number and return fax number. Fax Form SS-4 to the IRS at 859-669-5760. A revocable trust that submits Form SS-4 by fax will receive an EIN within four business days, as long as a return fax number is provided.

Step 4

Mail Form SS-4 to the Internal Revenue Service, Attn: EIN Operation, Cincinnati, OH 45999. Using this method takes the longest for a revocable trust to receive an EIN. It may take as long as four weeks for a revocable trust to receive an EIN by mail, according to the IRS website.

About the Author

Christopher Carter loves writing business, health and sports articles. He enjoys finding ways to communicate important information in a meaningful way to others. Carter earned his Bachelor of Science in accounting from Eastern Illinois University.