Legal Question in Wills and Trusts in New York

opening a small estate account

I have to close out a checking account and open a small estate account. The bank told me I need an estate identification number. Where and how do I do this?


Asked on 1/27/07, 12:42 am

2 Answers from Attorneys
John O'Donnell Attorney at Law

Re: opening a small estate account

It sounds like they are referring to a "taxpayer identification number." If so, go to the IRS website IRS.gov and look for a form "SS-4."

Read the instructions and complete the form. You will receive an id number instantly once all the required information has been entered on the form.

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Answered on 1/27/07, 10:42 am
Walter LeVine Walter D. LeVine, Esq.

Re: opening a small estate account

IT IS THE TAX REPORTING NUMBER (SIMILAR TO A SOCIAL SECURITY NUMBER) USED FOR ENTITIES OTHER THAN INDIVIDUALS. FOLLOW THE INSTRUCTIONS GIVEN BY JOHN, TO COMPLETE THE APPLICATION ON-LINE, AT THE IRS WEB SITE, AND GET YOUR NUMBER. PRINT OUT THE COMPLETED FORMS AND TAKE THEM TO THE BANK TO OPEN THE ACCOUNT.

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Answered on 1/27/07, 12:53 pm


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