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Alumni

Retirement tax questions

Use Form W-9 to get his SSN.  A copy is here: <a rel="nofollow" target="_blank" href="https://www.irs.gov/pub/irs-pdf/fw9.pdf">https://www.irs.gov/pub/irs-pdf/fw9.pdf</a>  .  It's much easier to get the W-9 completed BEFORE you give him the check instead of after..