This form contains 23 fields organized into 9 sections. Below is a complete list of every field, its type, and what information is expected.

Field Name Type Description
Account Numbers (Optional)
Account Number(s) Text
Enter any account number(s) the requester uses to identify your account (optional).
Employer Identification Number (EIN)
EIN Prefix Number
Enter the first two digits of the employer identification number (EIN).
Max length: 2 characters
EIN Suffix Number
Enter the remaining digits of the employer identification number (EIN) after the first two digits.
Max length: 7 characters
Exemption Codes (Line 4)
Exempt payee code Number
Enter the exempt payee code (if any) that applies to the payee for IRS Form W-9 line 4.
FATCA reporting exemption code Number
Enter the exemption from FATCA reporting code (if any) for IRS Form W-9 line 4.
Federal Tax Classification (Line 3a)
Individual/sole proprietor Checkbox
Check this box if the taxpayer named on line 1 is an individual or a sole proprietor.
C corporation Checkbox
Check this box if the taxpayer named on line 1 is taxed as a C corporation.
S corporation Checkbox
Check this box if the taxpayer named on line 1 is taxed as an S corporation.
Partnership Checkbox
Check this box if the taxpayer named on line 1 is taxed as a partnership.
Trust/estate Checkbox
Check this box if the taxpayer named on line 1 is a trust or an estate.
Limited liability company (LLC) Checkbox
Check this box if the taxpayer named on line 1 is an LLC, and enter the LLC’s tax classification (C, S, or P) in the space provided.
LLC Tax Classification Letter Text
Enter the letter that identifies the LLC’s federal tax classification (C, S, or P) if the LLC box is selected. Fill only if 'Limited liability company (LLC)' is 'Yes'.
Max length: 1 characters
Depends on: Limited liability company (LLC)
Other Checkbox
Check this box if none of the listed classifications apply, and the entity’s federal tax classification is “Other” per the form instructions.
Other Federal Tax Classification Text
Provide the federal tax classification if you selected “Other” on line 3a. Fill only if 'Other' is 'Yes'.
Depends on: Other
Foreign Partners/Beneficiaries Confirmation (Line 3b)
Foreign partners/owners/beneficiaries Checkbox
Check this box if you selected Partnership or Trust/estate on line 3a (or selected LLC and entered “P”) and the partnership, trust, or estate has any foreign partners, owners, or beneficiaries. Fill only if 'Partnership', 'Trust/estate', 'Limited liability company (LLC)', 'LLC Tax Classification Letter' indicates Partnership or Trust/estate, or LLC with tax classification 'P' (any).
Depends on: Partnership, Trust/estate, Limited liability company (LLC), LLC Tax Classification Letter
Requester Name and Address
Requester Name and Address Text
Enter the requester’s full name and mailing address (optional).
Social Security Number (SSN)
SSN - first 3 digits Text
Enter the first three digits of the taxpayer's Social Security number.
Max length: 3 characters
SSN - middle 2 digits Text
Enter the middle two digits of the taxpayer's Social Security number.
Max length: 2 characters
SSN - last 4 digits Text
Enter the last four digits of the taxpayer's Social Security number.
Max length: 4 characters
Taxpayer Mailing Address
Street Address Text
Enter the taxpayer’s mailing street address, including house/building number, street name, and apartment or suite number if applicable.
City, State, and ZIP Code Text
Enter the city, state, and ZIP code for the taxpayer’s mailing address.
Taxpayer Name and Business Name
Taxpayer Name Text
Enter the full legal name of the individual or entity shown on your tax return.
Business Name (if different) Text
Enter the business name or disregarded entity name if it is different from the name listed on line 1. Fill only if 'Taxpayer Name' is different from above.
Depends on: Taxpayer Name