Tax Reporting

How do I fill out the IRS W-9 form with my Solo 401(k) information?

In part three, check "Other (see instructions)" and fill out "Retirement Trust" according to the steps outlined below.

  1. Make sure to title your name as it is displayed on your trust
  2. You must check "Other (see instructions)" in part 3 and then fill out "Retirement Trust"
  3. Use the EIN of the Solo 401(k) Trust
  4. Then sign your name by finishing with your own name and "Trustee"
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