Question: My branches are fighting me about getting a TIN for an estate account. Our computer system can’t
open an account without a TIN and I keep telling the branches that the TIN died with the person.
Answer: Even before the CIP rules were adopted, you should have been obtaining a Taxpayer Identification
Number for the estate. The way you describe it is quite accurate: The TIN (which was formerly the Social Security number) “died” with the individual. An account cannot be maintained under a decedent’s SSN after his/her death.
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