W-9 and AKA

Has anyone ever had a W-9 with the signers name on line 1 appearing with an AKA. I have a signing coming up where they have them signing their first name, last name, then an aka with their First name, MI, and last name on all the lender docs. The lender prepared the W-9 with the same setup. Never having seen that before, I was wondering if any of you have? Quick search says that you’re not supposed to use an aka on line 1 of the W-9.

Have not encountered that before. You may want to contact your hiring party and seek advice. Sounds like lender just pre-populated EVERYTHING without checking. They may want to amend that.

Please let us know how it turns out.

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Never have seen that.

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Yeah I am reaching out tomorrow.

THIS is a sample of the ‘increasingly sloppy docs’ we’re seeing lately…that we get blamed for. Do let us know what they do about it.

@takenotenotaryservices :tada: Yes, please do return to your thread with an update. Helpful!


Appreciate the 'Heads Up" regarding this scenario.


:swan:

@yolicue @cNsa5 So here is the update, sort of. Title was unaware that the lender had the W9 and the 4506-C set up with an AKA on line 1 and the signature line. However, I’m not sure, nor is Title if that will be allowed. The thing is the AKA is their legal name, so it may not be a problem. The lender may could have satisifed the need for an aka with a same as affidavit, but they didn’t. The solution was to print 2 copies of each form and correct one to eliminate the aka verbiage and execute the other one as is. Not sure if the correction will work as I had always thought those forms could not be corrected, but I guess we will see. Good thing is neither of those require a notary so they could e-sign those if they need to.

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@takenotenotaryservices Oh!

@takenotenotaryservices Hmmm . . .


@takenotenotaryservices Whew!


:partying_face::tada: Thank You :tada::partying_face: for returning with the update.

If there is anything additional or definitive, please update us, okay? TIA


:swan:

I have never had an aka used when the name they sign and the aka are the persons name and are on their identification. The only reason I can figure is the signers did their application and didn’t use their MI and the lender used an aka to get that on the documents signature line. It is set up like this, John Doe aka John T. Doe. I had a sale Monday that he took Title with his first and middle intial then last name. They used a same as name affidavit to tie that signature together with the way they had him sign, which was First MI and Last, and he signed as normal.

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