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Investment Issues (Including Self-Directed)

Social Security Numbers on Distribution Checks and Quarterly Statement

Guest Mike2003

By Guest Mike2003
February 19, 2003 in Investment Issues (Including Self-Directed)

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https://benefitslink.com/boards/topic/18587-social-security-numbers-on-distribution-checks-and-quarterly-statement/

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Guest Mike2003

Guest Mike2003

Posted February 19, 2003

Posted February 19, 2003

California does not permit social security numbers on anything mailed to a customer.

Does anyone have any first hand experience with whether using a substitute like xxx-xx-1234 would be acceptable?

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