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Re: None

Thursday, 12/14/2017 12:57:27 PM

Thursday, December 14, 2017 12:57:27 PM

Post# of 47873
So I got one W-9 for the account in my wife’s name but no W-9 for either of the two accounts in my name. It’s just a blank form that I’m supposed to send back to the firm handling the distribution. Anybody know if I can just copy it and fill it out for other two accounts as well? I’ve never done this. I called the firm and they sent me to a gal that wasn’t in the office yet so I left a message. Just wondering why I only received one W-9. Investment accounts are all with same institution and our address is same on all accounts.

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