Get Ac 3237 (12/09) New York State Office Of The State Comptroller Substitute Form W-9: Request For

Completing the AC 3237 (12/09) Substitute Form W-9 is essential for vendors who wish to conduct business with New York State. This guide provides clear instructions on how to accurately fill out the form online, ensuring you provide the necessary information for your Taxpayer Identification Number certification.

Follow the steps to complete the form effectively.

1. Click the 'Get Form' button to obtain the form and open it in the editor.
2. In Part I, enter your Legal Business Name in the first field. If you operate under a Doing Business As (DBA) name, include that in the second field. For the Entity Type, check only one box that accurately describes your business structure.
3. Part II requires your Taxpayer Identification Number (TIN). Enter your TIN without any dashes. Then, select the appropriate Taxpayer Identification Type by checking the box that matches your identification number: Employer ID No. (EIN), Social Security No. (SSN), Individual Taxpayer ID No. (ITIN), or N/A for Non-United States Business Entity.
4. In Part III, you need to provide your Physical Address and Remittance Address. Ensure you enter the complete address details correctly, including any apartment or suite numbers, city, state, and nine-digit ZIP code or country.
5. Part IV requires you to indicate if you are exempt from Backup Withholding. Check the box if applicable and provide a valid explanation if necessary. Remember to sign and date the form, and include the print preparer’s name, phone number, and email address.
6. Finally, in Part V, fill in the contact information for an individual authorized to represent your organization. This should include the vendor contact person's name, title, email address, and phone number.
7. Once you have completed filling out the form, review all entries for accuracy. Save your changes, and download, print, or share the completed form as needed.

Complete your forms online effortlessly and ensure you stay compliant with New York State requirements.