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Using an SSN for Trusts on Form W-9: What You Need to Know
May 1, 2025
Q. We received a W9 from a vendor that has selected the Business Entity Type of Trust/Estate. On line 1 of the W9 it has the trustees individual name and on line 2 of the W9 it has the name of the trust. However, they are using an SSN as the TIN. Are Trusts allowed to use an SSN?
A.
(Answered by IOFM's third-party tax expert)
It depends on the type of trust. A grantor trust or a revocable trust uses the individual's name and SSN. The W-9 does not ask for the details of the type of trust. If in…
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