W-9, Request for Taxpayer Identification Number and Certification Instructions
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) | Text |
Enter any account number(s) the requester uses to identify you, if applicable (optional).
|
| Exemptions Codes | ||
| Exempt payee code | Text |
Enter the exempt payee code that applies to the entity, if any.
|
| FATCA reporting exemption code | Text |
Enter the exemption from FATCA reporting code, if any.
|
| Federal Tax Classification (Line 3a) | ||
| Individual/sole proprietor | Checkbox |
Check this box if the name entered on line 1 is an individual or a sole proprietorship.
|
| C corporation | Checkbox |
Check this box if the entity on line 1 is taxed as a C corporation.
|
| S corporation | Checkbox |
Check this box if the entity on line 1 is taxed as an S corporation.
|
| Partnership | Checkbox |
Check this box if the entity on line 1 is taxed as a partnership.
|
| Trust/estate | Checkbox |
Check this box if the entity on line 1 is a trust or an estate.
|
| LLC | Checkbox |
Check this box if the entity on line 1 is a limited liability company (LLC) and you will provide its tax classification (C, S, or P) in the space provided.
|
| LLC Tax Classification Letter | Text |
Enter the letter that indicates the LLC’s federal tax classification (e.g., C, S, or P) if the LLC box is selected. Fill only if 'LLC' is 'Yes'.
Depends on:
LLC
|
| Other (see instructions) | Checkbox |
Check this box if the entity’s federal tax classification is not any of the listed options and you will specify it as instructed.
|
| Other Federal Tax Classification | Text |
Specify the federal tax classification if you selected the “Other” option on line 3a. Fill only if 'Other (see instructions)' is 'Yes'.
Depends on:
Other (see instructions)
|
| Foreign Partners/Owners Checkbox (Line 3b) | ||
| Has foreign partners/owners/beneficiaries (Line 3b) | Checkbox |
Check this box if you selected Partnership or Trust/estate on line 3a (or checked LLC and entered “P”) and the entity has any foreign partners, owners, or beneficiaries. Fill only if 'Partnership', 'Trust/estate', 'LLC', 'LLC Tax Classification Letter' meet the triggering condition (any): line 3a 'Partnership' is 'Yes' OR line 3a 'Trust/estate' is 'Yes' OR (line 3a 'LLC' is 'Yes' AND LLC tax classification is 'P').
Depends on:
Partnership, Trust/estate, LLC, LLC Tax Classification Letter
|
| Requester Name and Address (Optional) | ||
| Requester's Name and Address | Text |
Enter the requester's name and mailing address (optional).
|
| Taxpayer Address | ||
| Street Address | Text |
Enter the taxpayer’s street address, including house or building number and any apartment or suite number.
|
| City, State, and ZIP Code | Text |
Enter the taxpayer’s city, state, and ZIP code.
|
| Taxpayer and Business Names | ||
| Name of entity/individual | Text |
Enter the legal name of the individual or entity requesting a taxpayer identification number.
|
| Business name (if different) | Text |
Enter the business name or disregarded entity name if it is different from the name entered above. Fill only if 'Name of entity/individual' is different (business/disregarded entity name differs from line 1).
Depends on:
Name of entity/individual
|
| Taxpayer Identification Number (SSN or EIN) | ||
| 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.
|
| EIN (first 2 digits) | Text |
Enter the first two digits of the taxpayer’s Employer Identification Number.
|
| EIN (last 7 digits) | Text |
Enter the last seven digits of the taxpayer’s Employer Identification Number.
|