I’m opening both a Rollover IRA Account and a Revocable Living Trust Account for a client of mine at TD Ameritrade. The Trust does not have its own TIN. TD sent me a NIGO and wants a W9 filled out for the trust signed by the client. Does anyone know the proper way to fill these out for a living trust for a married couple who file jointly( (i.e. what goes in Boxes 1-7 and Parts 1 and 2)?
Is it?
Box 1: John and Jane Doe Living Trust dated March 5th, 2012
Box 2: [Leave Blank]
Box 3: Check off Trust/estate
Box 4; Leave Blank
Boxes 5 and 6: Home address of John and Jane
Unnumbered Requester Box to the right of Box 5 and Box 6: Optionally list the requester (i.e. TD Ameritrade)
Box 7: Put pre-assigned account number supplied to me by TD Ameritrade
Part 1 : SSN of either Jane or John
Part 2: Signature of spouse whose SSN is in Part 1

Thanks in advance. Sorry of this is slightly off topic.