How to Fill Out a W-9 Form for an Irrevocable Trust

by Jack Ori ; Updated July 27, 2017

You can place funds in the care of a trustee by creating a legal trust. Some trusts are revocable, meaning that the trust grantor can change the terms of the trust at any time. If a trust is irrevocable, however, its terms cannot be changed once set up. Many people use an irrevocable trust to bequeath assets to a child or grandchild upon death; the beneficiary gets the assets right away and does not have to go through probate. If you set up an irrevocable trust, you must fill out a W-9 form so that the IRS can grant you a taxpayer identification number for your trust.

Step 1

Provide the name of the trust at the top of the form where the IRS asks for a name. Do not put the name of the trustee in this space, just the name of the trust. Skip Line 2, where the form asks for a business name. Check the box that says "trust" under Line 2.

Step 2

Provide the address of the trust in the space for addresses. Do not provide any account numbers or the name of the trustee in this area.

Step 3

Place the trust's employer identification number in the correct boxes in Part I of the form. Make sure you put this number in the second row of boxes rather than the first row, which is meant for individual Social Security numbers.

Step 4

Ask the trustee to sign the form. After it is signed, send it to the IRS.

About the Author

Jack Ori has been a writer since 2009. He has worked with clients in the legal, financial and nonprofit industries, as well as contributed self-help articles to various publications.

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