Completing IRS Form W-9

For an

IRA LLC

FOR IRA CLUB CLIENTS ONLY

 When your IRA LLC makes an investment, the party offering the investment may request that you complete an IRS Form W-9.

Top Section:

Name:

• The name of your IRA account (not the name of the LLC) example:
• IRA Services Trust C/F/B/O [your name], IRA #__ __ __ __ __ __
• (if this is a multi member IRA LLC list all the members of the LLC)

 Address:

• 1160 Industrial Rd
• Suite 1
• San Carlos, CA  94070-4128

Classification:

• Check “Trust”

Part 1: Taxpayer Identification Number

•  26-2627205

Part 2: Sign & Date

The above information has been compiled based on “General Instructions Form W-9” as provided by the Internal Revenue Services December 2011. The above is not tax advice. Always consult a qualified tax professional with any specific tax or tax form questions.

 

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• Submitted by Dennis Blitz, The IRA Club

 

IRA Club, 333 N. Michigan Ave  Suite 2220,  Chicago, IL  60601