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How to prepare DA 67-9-1 (OER Support Form)

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FAQ

I received my late husband's W-9 form to fill out for what I believe were our stocks. How am I supposed to fill this out or am I even supposed to?
You do not sound as a person who handles intricacies of finances on daily basis, this is why you should redirect the question to your family’s tax professional who doethete filings for you.The form itself, W-9 form, is a form created and approved by the IRS, if that’s your only inquir Whetherer the form applies to you or to your husband’s estat• - that’s something only a person familiar with the situation would tell you about, there is no generic answer to this.
I recently opened a Fidelity Roth IRA, and it says my account is closed and I need to submit a W-9 form. Can anyone explain how this form relates to an IRA and why I need to fill it out?
Financial institutions are required to obtain tax ID numbers when opening an account, and the fact that it's an IRA doesn't exempt them from that requirement. They shouldn't have opened it without the W-9 in the first place, but apparently they did. So now they had to close it until they get the required documentation.
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More info

INDICATE YOUR MAJOR PERFORMANCE OBJECTIVES DA FORM 67-9-1 OCT 2011 PREVIOUS EDITIONS ARE OBSOLETE. Page 1 of 2 APD PE v1.00ES NAME a. APFT DATE HEIGHT b. FOR OFFICIAL USE ONLY FOUO SEE PRIVACY ACT STATEMENT IN AR 623-3. OFFICER EVALUATION REPORT SUPPORT FORM For use of this form see AR 623-3 the proponent agency is DCS G-1. PART I - RATED OFFICER IDENTIFICATION RANK SSN DATE OF RANK YYYYMMDD NAME OF RATED OFFICER Last First MI UNIT ORG* STATION ZIP CODE OR APO MAJOR COMMAND STATUS CODE FROM DATE UIC BRANCH DESIGNATED/PMOS WO SPECIALITIES CMD CODE PSB CODE PART II - AUTHENTICATION NAME OF RATER Last First MI POSITION NAME OF INTER* RATER Last First MI NAME OF SENIOR RATER Last First MI PART III - VERIFICATION OF FACE-TO-FACE DISCUSSION MANDATORY RATER / RATED OFFICER INITIAL FACE-TO-FACE COUNSELING ON DUTIES RESPONSIBILITIES AND PERFORMANCE OBJECTIVES FOR THE Date Rated Soldier Initials Rater Initials Senior Rater Initials CURRENT RATING PERIOD TOOK PLACE ON Review PERIODIC RATER / RATED OFFICER FOLLOW-UP FACE-TO-FACE COUNSELINGS Dates Rated Soldier Initials PRINCIPAL DUTY TITLE POSITION AOC / BR a* STATE YOUR SIGNIFICANT DUTIES AND RESPONSIBILITIES b. LIST YOUR SIGNIFICANT CONTRIBUTIONS c* LIST ANY UNIQUE PROFESSIONAL SKILLS OR AREAS OF EXPERTISE OF VALUE TO THE ARMY d. IF UNABLE TO SERVE IN THE CURRENT BRANCH/CAREER FIELD IN WHICH BRANCH/CAREER FIELD WOULD YOU PREFER TO SERVE e. LIST YOUR SIGNIFICANT CONTRIBUTIONS c* LIST ANY UNIQUE PROFESSIONAL SKILLS OR AREAS OF EXPERTISE OF VALUE TO THE ARMY d. IF UNABLE TO SERVE IN THE CURRENT BRANCH/CAREER FIELD IN WHICH BRANCH/CAREER FIELD WOULD YOU PREFER TO SERVE e.

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