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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.
Instructions for filling out the W‑9 form:
Line 1
Name – Enter your full name, ensuring it is spelled correctly and matches the spelling on other tax forms you’ve completed.
Line 2
Business Name – Complete this field only if you own a business and use a name (trade name, DBA, or entity name) different from the one in Line 1.
Line 3
Tax Classification – Indicate your tax status according to IRS classification. Depending on whether you’re completing the form as an individual, corporation, LLC, partnership, or trust/estate, check the respective box. Only one box should be selected.
Line 4
Exemptions – If your entity is exempt from backup withholding, provide the appropriate code in the first line. If exempt from reporting under the Foreign Account Tax Compliance Act (FATCA), enter the relevant code in the second line. Note: Individuals typically do not complete this section.
Line 5
Address – Enter your street address (including apartment number) so your employer can mail you information returns and notifications.
Line 6
State, City, and ZIP Code – Provide your city, state, and ZIP code.
Line 7
Account Numbers – You may list any account numbers your employer might need here. If none, leave this section blank.
Personal Details Section
The second part of the form requires your personal details for your employer’s tax reporting. Fill out this section as follows:
Part 1
Taxpayer Identification Number (TIN)
Provide your Social Security Number (SSN) if you’re completing the form as an individual or single-member LLC, or your Employer Identification Number (EIN) if completing it as a corporation or partnership. Sole proprietors may use either number. Resident aliens without an SSN can use their TIN.
Part 2
Certification
This final section certifies the accuracy of your information. Carefully review the form, ensure all entries are correct, then sign and date it in the designated fields.