Filling out a W-9 for the Solo 401k

The bank sent me a Form W9 to fill out for my Solo 401k trust. How do I fill it out?

• 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

*The name of your Solo 401k trust and its EIN are listed on the IRS EIN letter. This was included in your original set of plan documents.

Note that the EIN for the Solo 401k is different from the EIN of your adopting business.