This form contains 23 fields organized into 8 sections. Below is a complete list of every field, its type, and what information is expected.

Field Name Type Description
Account Number(s) (Optional)
Account Number(s) (Optional) Text
Enter any account number(s) the requester uses to identify you, if applicable.
Exemption Codes
Exempt payee code Number
Enter the exempt payee code (if any) that applies to the payee for this Form W-9.
FATCA exemption code Number
Enter the exemption from FATCA reporting code (if any) that applies to the payee.
Federal Tax Classification (Line 3a)
Line 3a: Individual/sole proprietor Checkbox
Check this box if the payee is an individual or a sole proprietor for federal tax classification purposes.
Line 3a: C corporation Checkbox
Check this box if the payee is taxed as a C corporation.
Line 3a: S corporation Checkbox
Check this box if the payee is taxed as an S corporation.
Line 3a: Partnership Checkbox
Check this box if the payee is taxed as a partnership.
Line 3a: Trust/estate Checkbox
Check this box if the payee is a trust or estate for federal tax classification purposes.
Line 3a: LLC Checkbox
Check this box if the payee is a limited liability company (LLC) and then enter the LLC tax classification (C, S, or P) as instructed on the form.
Line 3a LLC Tax Classification Letter Text
Enter the LLC’s federal tax classification letter (C, S, or P) corresponding to how the LLC is taxed. Fill only if 'Line 3a: LLC' is 'Yes'.
Max length: 1 characters
Depends on: Line 3a: LLC
Line 3a: Other (see instructions) Checkbox
Check this box if the payee’s federal tax classification is not one of the other listed options and falls under 'Other' per the form instructions.
Line 3a Other Federal Tax Classification Text
Enter the entity’s federal tax classification if “Other” is selected on line 3a. Fill only if 'Line 3a: Other (see instructions)' is 'Yes'.
Depends on: Line 3a: Other (see instructions)
Foreign Partners/Owners/Beneficiaries Checkbox (Line 3b)
Line 3b: Foreign partners/owners/beneficiaries Checkbox
Check this box if you are providing this form for a partnership, trust, or estate in which you have an ownership interest and you have any foreign partners, owners, or beneficiaries. Fill only if 'Line 3a: Partnership', 'Line 3a: Trust/estate', 'Line 3a: LLC', 'Line 3a LLC Tax Classification Letter' is selected (any) or is selected and tax classification entered is 'P' (any).
Depends on: Line 3a: Partnership, Line 3a: Trust/estate, Line 3a: LLC, Line 3a LLC Tax Classification Letter
Requester Name and Address (Optional)
Requester Name and Address Text
Enter the requester's name and mailing address (optional).
Taxpayer Address
Taxpayer Address (Street Address) Text
Enter the taxpayer’s street address, including house/building number and street name, and apartment or suite number if applicable.
Taxpayer Address (City, State, ZIP Code) Text
Enter the taxpayer’s city, state, and ZIP code.
Taxpayer Identification Number (SSN or EIN)
SSN - First 3 digits Text
Enter the first 3 digits of the taxpayer's Social Security number.
Max length: 3 characters
SSN - Middle 2 digits Text
Enter the middle 2 digits of the taxpayer's Social Security number.
Max length: 2 characters
SSN - Last 4 digits Text
Enter the last 4 digits of the taxpayer's Social Security number.
Max length: 4 characters
EIN - First 2 digits Number
Enter the first 2 digits of the taxpayer's Employer Identification Number.
Max length: 2 characters
EIN - Last digits Number
Enter the remaining digits of the taxpayer's Employer Identification Number.
Max length: 7 characters
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 from taxpayer name) Text
Enter the business name or disregarded entity name if it is different from the name listed above. Fill only if 'Taxpayer Name' is different from above.
Depends on: Taxpayer Name