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1. R
  How to fill out W-9 on living trust when bank requires it
  
  thanks for the reference.
  rwg
  
  Post #13
  
  Nov 20, 2020
  
  Forum: Wills, Trusts and Estate Planning
2. R
  How to fill out W-9 on living trust when bank requires it
  
  What is the name of your state? Colorado My spouse and I moved our bank accounts into a living trust last year (we are trustees). This year the bank says the IRS tells them that the name on the account (the living trust name) does not match the SSN, which is my SSN. The bank says they were...
  rwg
  
  Thread
  
  Nov 19, 2020
  
  Replies: 28
  
  Forum: Wills, Trusts and Estate Planning

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