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FAQs
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I received my late husband's W-9 form to fill out for what I believe were our stocks. How am I supposed to fill this out or am I even supposed to?
You do not sound as a person who handles intricasies of finances on daily basis, this is why you should redirect the qustion to your family’s tax professional who does hte filings for you.The form itself, W-9 form, is a form created and approved by the IRS, if that’s your only inquiry.Whether the form applies to you or to your husband’s estate - that’s something only a person familiar with the situation would tell you about; there is no generic answer to this. -
I recently opened a Fidelity Roth IRA and it says my account is closed and I need to submit a W-9 form. Can anyone explain how this form relates to an IRA and why I need to fill it out?
Financial institutions are required to obtain tax ID numbers when opening an account, and the fact that it's an IRA doesn't exempt them from that requirement. They shouldn't have opened it without the W-9 in the first place, but apparently they did. So now they had to close it until they get the required documentation. -
My husband of 30 years passed a few weeks ago and he had some pay due to him. His employer said I need to fill out a W-9 Trustee form. Any advice or guidance at this difficult time will help?
I’m assuming that your husband had a minimal estate plan. If he had an estate plan/will, the lawyer that he used should give you a free consult.Once a person dies, their SSN goes away. If your husband has a will, it will name an executor. If he died without a will (“intestate,”) state law will determine the executor. In either case you will need to go to court to get an executor approved.The executor files the W-9. My wife is an executor for her aunt. I was an executor for my mom. We were both named in wills. We both filed the W-9 before obtaining official court blessing.You should check with your county court house. In MI and NC it’s the Probate Court. In MD it’s the Orphans’ Court. They can help you. Many states have streamlined probate procedures, and you might not need a lawyer. If they tell you that you need a lawyer, you should talk to at least two. They should give you a free consutation. -
I am retired and living in the Czech Republic. My social security check is transferred to a local bank. They asked me to fill out a form W-9. I am not working, not having business or any kind of additional income. Do l need to file it?
Under FATCA, the Czech government has signed a treaty with the U.S. government where they agree to have financial institutions document whether or not U.S. citizens are account holders (and therefore, they pretty much have to document all account holders). So, if you do not fill out the W-9, the bank will have to close your account as you will not have provided sufficient evidence to document whether or not you are a U.S. citizen. Countries have been signing the treaties and starting to implement over the last couple of years - portions of the Czech treaty become effective in 2014.
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People also ask
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What is per Stirpes beneficiary designation?
Per Stirpes Designation In the event your primary beneficiary predeceases you, a per stirpes beneficiary designation provides that the share they would have received goes to their heirs. For instance, assume you name your two children, Mary and John, as your primary beneficiaries. -
Who bought Equitable Life Insurance Company?
In 2000 AXA purchased Outstanding Minority Interests which was the parent company of AXA Equitable Life Insurance. By 2003 AXA Equitable Insurance Company was the leading insurance provider in the world featuring more than 50,000,000 clients within over 50 countries around the world. -
Who bought Equitable Life?
In June 2018, Equitable Life announced that Life Company Consolidation Group (LCCG) had agreed to buy the company for £1.8bn, with policies to be transferred to LCCG's Reliance Life subsidiary and converted to unit-linked. -
When did Equitable Life go bust?
8 December 2000 - Equitable Life closed its doors to new business, having failed to find a buyer. -
Who took over Equitable Life?
What is Equitable Life? Equitable Life was one of Britain's biggest and most trusted pension firms. The company was founded 256 years ago and its former customers included the poet Samuel Taylor Coleridge and abolitionist William Wilberforce.
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