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jhdf51

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Re: AZCowboy post# 723799

Monday, 02/26/2024 12:10:42 AM

Monday, February 26, 2024 12:10:42 AM

Post# of 735911
< For those of us that originally released and submitted a W-9 through our individual brokerage, … (not the wmi-lt) … all will be fine and will provide>

It’s been so long ago if I remember right, there was a specific address to send the paperwork which I did signature acceptance . I don’t believe it was back to my broker Ameritrade..included all the paperwork for myself in the trust, and also included the W9. I guess I’m confused when you say submitted a W9 through the brokerage.
All I know is I got CUSIPS for every submittal, so I’m fine with that.

JHD

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