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Get Fidelity W9
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How to fill out the Fidelity W9 online
Filling out the Fidelity W9 form is an essential step for U.S. persons to certify their taxpayer identification number and backup withholding status. This guide provides clear and supportive instructions to assist you in completing the form accurately and efficiently.
Follow the steps to successfully complete your Fidelity W9 online.
- Click the ‘Get Form’ button to access the Fidelity W9 form online and open it in your preferred viewing application.
- In the first section, enter the name of the taxpayer or account owner. If you are a sole proprietor or a disregarded entity owner, list your name first followed by the business name on the next line.
- Provide your Taxpayer Identification Number (TIN), which can be either your Social Security Number (SSN) or an Employer Identification Number (EIN). Ensure accuracy to avoid issues with processing.
- Fill in the business or disregarded entity name if it is different from your name entered above.
- Complete your full address, including street address, city, state, and zip code. Ensure that the information is current and correct.
- Provide your evening and daytime phone numbers. Include an extension if applicable to ensure that you can be reached if needed.
- In the tax classification section, select the appropriate category that applies to your situation by checking the corresponding box for individual, corporation, partnership, or other classifications.
- Review the section for the signature and date. If you are subject to backup withholding, cross out the relevant bullet as indicated. The taxpayer must sign and date the form to certify accuracy.
- Finally, check that you have signed the form and that all information is complete. You may then choose to save changes, download the document, print it, or share it as needed before submission.
Complete your Fidelity W9 online today to ensure your information is processed promptly.
Yes, Fidelity reports your investment transactions and income to the IRS using forms like the 1099. This reporting ensures that your earnings are accounted for and helps maintain transparency with tax authorities. By providing your W9, you facilitate accurate reporting and ensure that your investments align with tax regulations.
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