Hello,

when opening a trust account in the name of a person or husband and wife that is using the SSN of one of the trustees as the reporting SSN for the Trust how many W-9 do you require? Do you require a W-9 for the trust certified by one of the trustees and then a W-9 for each trustee (whether there is one trustee or more than one) or do you only require a W-9 for each trustee. Some folks feel that since the trust is using the SSN of one of the trustees for reporting, a W-9 for the trust is superfluous.

I disagree, in order to make sure the bank is reporting the trust under the correct SSN I think is is wise to obtain W-9 for both the trust and trustee(s). Just wanted to know what others are doing. thanks

Regards,
CJ