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#2231274 - 02/19/20 04:46 PM Certification of TINS on Signature Cards
Jo Offline
Member
Joined: May 2009
Posts: 75
Can a Power of Attorney certify the tin for an individual on an account or should we require a W-9 be completed and signed by their client? We have a company whose business helps people with their finances. Their clients social security numbers are used on each account. The company and its principals are listed as POA on one of their required forms.

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#2231284 - 02/19/20 05:23 PM Re: Certification of TINS on Signature Cards Jo
rlcarey Offline
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rlcarey
Joined: Jul 2001
Posts: 83,361
Galveston, TX
Do the POAs not give the right to their agents to act on behalf of the principal? Isn't that the reason for a POA?

Are tax matters checked on the POA or alternatively they could complete a IRS Form 2848.
_________________________
The opinions expressed here should not be construed to be those of my employer: PPDocs.com

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#2231371 - 02/20/20 04:38 PM Re: Certification of TINS on Signature Cards rlcarey
Jo Offline
Member
Joined: May 2009
Posts: 75
Thank you very much.

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