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Fill, sign, and download x+ customizable forms for work and life. Contracts, invoices, tax forms & more.

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Got questions?

We have answers to the most popular questions from our customers.

What is the W-9 form used for?

The W-9 form is crucial for accurate tax documentation, as it serves these key purposes:

  • Providing your Taxpayer Identification Number (TIN) to entities that pay you.

  • Certifying your tax status as a U.S. person.

  • Declaring any exemption from backup withholding, if applicable.

When might filling out a W-9 not be necessary?

In certain cases, completing a W-9 may not be advisable. For example, if an unexpected party requests a W-9, make sure the reason for the request is valid. Financial institutions, such as banks, may use the W-9 form to report dividends at year-end; however, if they already have your TIN, submitting a new W-9 form might be redundant.

When should you submit an updated W-9?

It’s important to provide a new W-9 form to your employer or client whenever there’s a change in your personal or business information, such as a new address, new Social Security Number, or name change due to marriage or other reasons. Updating this information ensures that all tax documentation remains accurate.