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#2270753 - 05/21/22 01:24 PM W-9 for POD
Amy S Offline
100 Club
Joined: Sep 2020
Posts: 107
If we have an executor come in to close an account with PODs listed, we are cutting checks to the PODs. My question is this: for the W-9 if each POD is not present, do they have to sign the W-9? I'm finding some conflicting info and the IRS site isn't helping my confusion.

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#2270755 - 05/21/22 04:45 PM Re: W-9 for POD Amy S
BrianC Offline
Power Poster
BrianC
Joined: Nov 2004
Posts: 6,240
Illinois
If you have interest to report to the IRS using the beneficiaries’ social security numbers, then requesting them on a W-9 would be appropriate. If you don’t have anything to report to the IRS, you would have no reason to collect that information.
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