Forms and links

​​​​W-8 BEN

This form is used to claim that you have a non-US tax status.

Download PDF


W-9

This form is used to obtain your correct taxpayer identification number (TIN) to report any income paid to you to the IRS.

Download PDF

​​​

Small Estate Affidavits​​​​

Transfer Request Form​​

​​Download PDF​


Links

Estate Tax ID Online Assignment (IRS.GOV) 
This link will allow executors to apply for an Estate or Trust Tax Identification Number directly through the IRS.GOV website. 
Georgeson Securities does not provide tax advice. For additional information, please consult your tax advisor.

Estate Tax ID Online Assignment (Printable SS-4 Application)
This link is used to apply for an Estate or Trust Tax Identification Number in writing by completing the SS-4 Application and submitting it to the IRS.