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My late wife had a Trust originated in Virginia in which I am the successor trustee. To take over the trust, I need to fill out a W-9 (among other forms). In part 1, it asks for your TIN (Taxpayer Identification Number) and above the boxes it says "Social Security Number" so I filled in my SS #, but Schwab (that holds the Trust) says I need a different TIN to take over the trust, and it is not my SS # but a special TIN for the Trust. They suggested that I do this through our lawyer. For some reason I am having trouble getting in touch with our lawyer on this.

Our lawyer made the first revision of the Virginia Trust to comply with North Carolina law so he seemed the one to go to.

I have Googled getting a TIN online, but they talk about getting a SS # which doesn't seem right. Is this something I can do myself (Schwab says it is possible, but they didn't recommend it.)? If my lawyer doesn't respond within a reasonable time (this is the third call), should I try another lawyer? We have used another lawyer who specializes in geriatric law that I could go to, I guess. All this transfer is taking weeks. In the meantime I am frozen out of the Trust. Does anyone know what I should do?

Is the TIN I need an Employer Identification Number?

brucedoe
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