W-9, Request for Taxpayer Identification Number and Certification Instructions
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).
|
| EIN Suffix | Number |
Enter the remaining digits of the employer identification number (EIN) after the first two digits.
|
| 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'.
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.
|
| SSN - middle 2 digits | Text |
Enter the middle two digits of the taxpayer's Social Security number.
|
| SSN - last 4 digits | Text |
Enter the last four digits of the taxpayer's Social Security number.
|
| 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
|