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) (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'.
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.
|
| SSN - Middle 2 digits | Text |
Enter the middle 2 digits of the taxpayer's Social Security number.
|
| SSN - Last 4 digits | Text |
Enter the last 4 digits of the taxpayer's Social Security number.
|
| EIN - First 2 digits | Number |
Enter the first 2 digits of the taxpayer's Employer Identification Number.
|
| EIN - Last digits | Number |
Enter the remaining digits of the taxpayer's Employer Identification Number.
|
| 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
|