Filling out W-9

4 postsstarted by surf40 2014-03-09 21:43 UTC6,187 viewsoriginal topic

New Member

#1
2014-03-09 21:43 UTC

A person in our ward died and in her will left money to the Ward Missionary Fund. The trust mailed to the bishop a W-9 form. How do we fill this out? It asked the following

1. Name. Do we put the bishop's name here?
2. Business name. Do we use COJCOLDS?
3. Federal Tax Classification. Choice is Individual, C Corp, S Corp, Partnership, Trust, LLC, or Other
4. Employer Identification Number
5. A Signature. (bishop's?)

Thanks

Danny

jdlessley

Community Moderators

#2
2014-03-09 23:28 UTC

If there is no reply from someone who has personal experience with this then I recommend contacting LUS.

JD Lessley
Have you tried finding your answer on the ChurchofJesusChrist.org Help Center or Tech Wiki?

lajackson

Community Moderators

#3
2014-03-10 00:19 UTC

I would contact the Finance Department at Church headquarters on Monday for instructions.

russellhltn

Community Administrator

#4
2014-03-10 00:49 UTC

lajackson wrote:I would contact the Finance Department at Church headquarters on Monday for instructions.

I'd agree with that. We're talking tax law here, not church paperwork.

Have you searched the Help Center? Try doing a Google search and adding "site:churchofjesuschrist.org/help" to the search criteria.

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