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W9Form (Rev. March 2024) Department of the Treasury Internal Revenue ServiceRequest for Taxpayer Identification Number and CertificationGive form to the requester. Do not send to the IRS. Go to www.irs.gov/FormW9

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What is form aep designation council?

Form AEP Designation Council is a form that needs to be filled out to apply for the Accredited Estate Planner (AEP) designation.

Who is required to file form aep designation council?

Financial planners and estate planning professionals who want to obtain the AEP designation are required to file Form AEP Designation Council.

How to fill out form aep designation council?

Form AEP Designation Council can be filled out online through the Designation Council's website by providing the necessary personal and professional information.

What is the purpose of form aep designation council?

The purpose of Form AEP Designation Council is to verify the qualifications and experience of financial planners and estate planning professionals applying for the AEP designation.

What information must be reported on form aep designation council?

The form requires information such as education, work experience, professional certifications, and references.

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