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Online Services - Fiduciary account creation checklist

Use the checklist below to create your Fiduciary Online Services account. You will need to know the following information to successfully create your account.

We suggest that you print this checklist for your information.

Checkbox Have at hand the estate or trust ID number you are creating an account for: ______________________. Do not include spaces or dashes (—).

Have at hand a New York State Fiduciary Income Tax Return (Form IT-205) filed for one of the past five years. You will need to provide the:

Checkbox total income from Line A on your return: _______________________.

Note: If you have not filed a Form IT-205 for one of the past five years, you will need to contact us at (518) 485-7884 to create your Fiduciary Online Services account.


Have at hand your contact information (name, address, email, and phone number).


Choose a username (8-60 characters consisting of only letters, numbers, and these special characters: .@_-): ______________________. Be sure to save your username in a secure place. We cannot reset usernames.

Choose a password (8-20 characters): ______________________


  • are case sensitive,
  • include at least one number and three letters,
  • may not use the same character more than two times in a row, and
  • may contain special characters.