Answer:
File a W-9? You do not file a W-9. If the account earned interest after the customer's death, you would need a W-9 from the POD if that interest was over $10 for IRS information reporting purposes.
PODs and W-9s
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Question:
If our deposit customer passes away and the POD receives the money in the account, if the money in the account is over $10,000 does the bank have to file a W-9?
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