Filling out W-9

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surf40
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Joined: Sun Mar 20, 2011 4:29 pm

Filling out W-9

Postby surf40 » Sun Mar 09, 2014 2:43 pm

A person in our ward died and in her will left money to the Ward Missionary Fund. The trust mailed to the bishop a W-9 form. How do we fill this out? It asked the following

1. Name. Do we put the bishop's name here?
2. Business name. Do we use COJCOLDS?
3. Federal Tax Classification. Choice is Individual, C Corp, S Corp, Partnership, Trust, LLC, or Other
4. Employer Identification Number
5. A Signature. (bishop's?)

Thanks

Danny

jdlessley
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Re: Filling out W-9

Postby jdlessley » Sun Mar 09, 2014 4:28 pm

If there is no reply from someone who has personal experience with this then I recommend contacting LUS.
JD Lessley
Have you tried finding your answer on the LDS.org Help Center page or the LDSTech wiki?

lajackson
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Re: Filling out W-9

Postby lajackson » Sun Mar 09, 2014 5:19 pm

I would contact the Finance Department at Church headquarters on Monday for instructions.

russellhltn
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Re: Filling out W-9

Postby russellhltn » Sun Mar 09, 2014 5:49 pm

lajackson wrote:I would contact the Finance Department at Church headquarters on Monday for instructions.

I'd agree with that. We're talking tax law here, not church paperwork.
Have you searched the Wiki?
Try using a Google search by adding "site:tech.lds.org/wiki" to the search criteria.


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