Filling out W-9

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surf40
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Joined: Sun Mar 20, 2011 5:29 pm

Filling out W-9

#1

Post by surf40 »

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

#2

Post by jdlessley »

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 ChurchofJesusChrist.org Help Center or Tech Wiki?
lajackson
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Re: Filling out W-9

#3

Post by lajackson »

I would contact the Finance Department at Church headquarters on Monday for instructions.
russellhltn
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Re: Filling out W-9

#4

Post by russellhltn »

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 Help Center? Try doing a Google search and adding "site:churchofjesuschrist.org/help" to the search criteria.

So we can better help you, please edit your Profile to include your general location.
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