I now have more forms to fill out and one of them is the W-9 form. This was sent by an investment company that my partner has mutual funds with them. I told them that I want all the funds in his account to be liquidated and send to me. Can someone explain to me what the W-9 form is? The Tax Identification Number to be used on this form is my SSN, right? When I spoke with a representative on the phone, she didn't seem to know much. She even told me that I might not get anything because of the NJ laws. I tried to tell her that at least 50% of the value of the account could be released to me but she didn't know anything about that. I would appreciate if someone can explain what the W-9 form is being used for.

Thanks,

RJ