Trust Step 1 of 4 - Legal Information 25% Unique IDLegal InformationA Trust is a legal entity created under state law and is a fiduciary relationship in which one party, known as a Trustor, gives another party, known at the Trustee, the right to legal ownership of assets (including property) for the benefit of another. The most common types of Trusts are Irrevocable and Revocable Trusts: Irrevocable Trust – The Trustor has no control of the trust (the trust cannot be repealed or annulled) and the trust will pay tax. Revocable Trust – A revocable trust is a trust that may be altered or terminated during the Trustor’s lifetime. Since the trust may be altered at any time until the Trustor’s death, it is considered part of the Trustor’s estate and is subject to taxation.What is the name of the Trust?(Required)The legal name may not have the following endings: Corp, Inc, PA. Only use the special characters hyphen (-) and ampersand (&).What is type is the trust?(Required)SelectBankruptcy Estate (individual)Charitable Lead Annuity TrustCharitable Lead UnitrustCharitable Remainder UnitrustConservatorshipCustodianshipEscrowFNMA (Fannie Mae)GNMA (Ginnie Mae)GuardianshipIrrevocable TrustPooled Income FundQualified Funeral TrustReceivershipRevocable TrustSettlement FundTrust (all Others) Creator/Grantor InformationWhat is the creator/owner’s name?(Required) First Last Suffix The grantor (also known as donor, trustor, settlor, guardian, owner, conservator, or creator) is the person or business who is making the grant to create the trust. If there is more than one Grantor, list the primary one. If all al grantors are equal, list only one. The Grantor and Trustee of a trust may sometimes be the same person.What is their social security number?(Required)This should be the social security number of the person who legally owns the proprietorship. Trustee InformationWhat is the name of the Trustee?(Required) First Last Suffix The designated individual assigned to manage or control a trust is referred to as a Trustee. Typically, the grantor is the same individual as the Trustee.What is their title?(Required)SelectTrusteeCo-trusteeSuccessor TrusteeExecutorOtherA Trustee manages the assets of the Trust. There may be more than one Trustee, but only list one.If Other, Please enter the title. General QuestionsHas this Trust ever received or applied for an EIN before?(Required)SelectNoYesIf yes – Please provide the previous 9 digit EIN number.Do you currently have, or plan to hire employees within the next year (not including owners)? (Trustee)(Required)NoYesIf you plan to contract one or more employees for the rest of the year, select “yes”.If Yes - Do you expect to pay less than $4,000.00 in salary in the next 12 months? (Trustee)SelectNoYesIf you pay less than $4,000 in wages for the year you may file annually. If you expect to pay more than $4,000.00 in wages for the year, you should file quarterly.If Yes - Do you want to file employment tax annually instead of quarterly? (Trustee)SelectNoYesIf you pay less than $4,000 in wages for the year you may file annually. If you expect to pay more than $4,000.00 in wages for the year, you should file quarterly.Number of Agricultural Employees? (Trustee)If you do not plan to hire any agricultural employees, please enter “0”Number of Household Employees? (Trustee)Household employees are: babysitters, caretakers, domestic workers, drivers, health aides, housekeepers, maids, nannies, private nurses, yard workers. Enter the number of household employees either engaged in either full or part time work. If you do not plan to hire any household workers, please enter “0”Number of Other Employees? (Trustee)Enter the number of either full or part time other workers. If you do not plan to hire any other workers, please enter “0”First date wages or annuities were or will be paid MM slash DD slash YYYY Trustee Address - PO Boxes are not authorized.The IRS does NOT allow PO Boxes as a corporate address.Enter your corporate address(Required) Street Address Address Line 2 City State / Province / Region ZIP / Postal Code AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongoCongo, Democratic Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzechiaCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea, Democratic People's Republic ofKorea, Republic ofKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussian FederationRwandaRéunionSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyria Arab RepublicTaiwanTajikistanTanzania, the United Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkmenistanTurks and Caicos IslandsTuvaluTürkiyeUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaViet NamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands Country The IRS does NOT allow PO Boxes as a corporate address. Please enter a physical address.Do you want to receive mail at a different address?(Required)SelectYesNoIf yes - Enter the other address. Street Address Address Line 2 City State / Province / Region ZIP / Postal Code AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongoCongo, Democratic Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzechiaCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea, Democratic People's Republic ofKorea, Republic ofKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussian FederationRwandaRéunionSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyria Arab RepublicTaiwanTajikistanTanzania, the United Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkmenistanTurks and Caicos IslandsTuvaluTürkiyeUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaViet NamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands Country The IRS does NOT allow PO Boxes as a corporate address. Please enter a physical address.DatesDate the Trust was started or acquired?(Required) MM slash DD slash YYYY Enter the start date of the entity in case you’re starting or accruing a new business. If the entity was already in operation and you acquired it, enter the date you acquired the entity.Closing month of accounting year?(Required)SelectJanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecemberEnter the accounting year’s closing month. December is the accounting year’s end by default.Applicants Contact InformationMobile Number(Required)Email Address(Required) go back to ein registration
