CICK HERE, to view a W-9.

Whether opening the self-directed solo 401k bank or brokerage account, or processing an alternative investment such as real estate, notes, cryptocurrency  or private investment, the financial institution or investment sponsor will ask you to fill out a Form W-9: Request for Taxpayer Identification Number and Certification so that they can perform the require reporting with the Internal Revenue Service.

When filling out the Form W-9, it is imperative that you provide the information for the solo 401k trust including the employer identification number (EIN) for the solo 401k.

When completing the W-9, fill in the following fields you sign the form since you are the trustee of the solo 401k plan.