Documenting TIN changes

May 27, 2020


Q. What's the best practice for the documentation required to make a vendor TIN change? A. A note from the Ask the Expert Team: The responses below are a compilation of the procedures our Advisory Panelists follow at their respective organizations. All these answers are similar, just worded a bit differently. For example, it is always best practice to obtain a new W-9.  But it’s also best practice to consider taking it further and not stopping there. It is not incorrect to stop with the W9. But…

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Naturally, this forum doesn’t allow the kind of full information exchange necessary for the Institute of Finance & Management (IOFM) to provide legal advice and the Expert is not a tax attorney in any event. Please understand that the nature of our responses are limited by these constraints as well as the site’s Terms of Use. If you have further questions or suggestions about how we can improve IOFM, please let us know. 
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