The bank sent me a Form W9 to fill out for my Solo 401k Trust. How do I fill it out?
Fill out form as follows:
- 1 - Fill in the name of your Solo 401k Trust
- 2 - Leave blank
- 3 - Check "Other" and fill in "401k Retirement Trust"
- 4 - Enter code "1" for "Exempt payee code"
- 5 and 6 - Enter your address as the Solo 401k Trustee
- Part I - Enter the EIN for your Solo 401k Trust
- Part II - Sign and date