Re: JP Morgan Trust Bank letter

[Kim Malo <kimmalo@xxxxxxxxxxxxxx>]

Well you shouldn't ignore it. Not an owner so I didn't get one, but my 
strong and moderately expert guess is that it's to confirm income tax 
reporting info in anticipation of liquidating the LP with the sale (I'm 
assuming that you did one long ago for payouts from the LP itself and have 
been receiving 1099 forms each year). That's definitely what a W-9 is for, 
and I'm guessing about why now. It's because of IRS regulations - you want 
to complete the W-9 and return it or they will deduct at a special maximum 
possible rate from your payout automatically, whether or not that's 
appropriate for you. There should also be a number to call them with any 
other questions included in what you received. Trust me, you're not the 
only one wondering what it's about.

Kim

At 09:12 AM 1/21/03 -0500, Bob Strauss wrote:
> Does anyone have information on this form letter sent to Celtics
> stockholders? I just got my copy 2 days ago.It includes a "W-9" form:
> "Request for taxpayer identification number and certification."
>
> This is pretty much greek to me--is it best to just ignore it?
> Thanks,
>
> Bob
> strauss@wcu.edu