W-9 for Solo 401k Plan | How to Complete W-9 for Solo 401k Plan

Whether opening the self-directed solo 401k bank or brokerage account, or processing an alternative investment such as real estate, notes, cryptocurrency  o r 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 competing the W-9, fill in the following fields you sign the form since you are the trustee of the solo 401k plan.

SOLO 401(K)

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