How To Fill Out A W9 Form For A Trust

How To Fill Out A W9 Form For A Trust – Our trust has no ein. For example, we are buying property from john smith. Check the llc box above and, in the entry space, enter the appropriate code (c, s, or p) for the tax. Only one name, one number, and one signature per w9 (cannot do husband & wife on one form).

I saw this post and read a couple of articles and filled out the w9 form in the following way. Fill out the personal information section, and write your social security number in the box in part i. This is not a form that the public will see so you may maintain your privacy. If your trust qualifies as an exempt payee under section 664 or as described in section 4947 — generally reserved for charitable trusts — then check the exempt payee box.

Check the box that says trust under line 2. I put in my social security number which is the identifying number for my revocable trust. John smith has a revocable trust (the john and jane smith revocable trust).

Skip line 2, where the form asks for a business name. Otherwise, do not check the box. Certify that the tin you are giving is correct (or you are waiting for a number to be issued);

Provide the name of the trust at the top of the form where the irs asks for a name. Certify that you are not subject to backup withholding; We were told we could use either of our ssns for the trust.

Vanguard sent us a w9 form a couple of months ago. Figure out who needs to be paid before filling out a w9. My name , my husband’s name (circled my name to indicate the ssn on line 3 is mine) line 2:

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