W-9 for IRA LLC Invesment

Remember, the IRA LLC is setup to make investments under the LLC which is funded with IRA funds.

If you made the alternative investment under the IRA LLC  –that is, the funds for the investment flowed from the LLC bank account and investment returns are also flowing back to the LLC like they are supposed to, then you need to list the LLC name and the LLC’s EIN on the W-9.

Here is an example of how the W-9 is filled out for IRA LLC Investment:

W-9 for IRA LLC Investment