Guest PIDGE Posted March 20, 2003 Posted March 20, 2003 If the IRA participant dies & was the co-trustee of his family trust, which is the beneficiary, does the trust use the co-trustees social security number, or should she obtain a tax identification number?
jane123 Posted March 21, 2003 Posted March 21, 2003 Th trust is a separate entity from the individual. a TIN must be obtained for the trust to establish a separate identy , mainly for IRS purposes (
Guest PIDGE Posted March 21, 2003 Posted March 21, 2003 Thanks Jane123, that's what I thought, but I just wanted to be sure.
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