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  • Substitute W-9 Form With Instructions - University Of Michigan School ...

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Substitute Form W-9 Request for Taxpayer Identification Number and Certification Give form to the requester. Do NOT send to the IRS. Part I Taxpayer Information Name (Must match IRS records this name.

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How to fill out the Substitute W-9 Form With Instructions - University Of Michigan School online

Filling out the Substitute W-9 Form is a crucial step in providing your taxpayer information accurately to the University of Michigan. This guide offers a clear and supportive step-by-step approach to help you complete the form online with confidence.

Follow the steps to fill out the Substitute W-9 Form effectively.

  1. Press the ‘Get Form’ button to obtain the Substitute W-9 Form and access it in your preferred editor.
  2. In Part I, enter your name, ensuring it matches IRS records. If your business name differs, provide it in the designated field. Select your citizenship status by ticking the appropriate box.
  3. Identify your business classification by selecting the appropriate categories that apply to you, such as C Corporation, S Corporation, or Individual/Sole Proprietor. Make sure to check as many boxes as necessary.
  4. Fill in your address, including number, street, and suite details. Ensure that this information matches the IRS records for accuracy.
  5. In Part II, enter your Taxpayer Identification Number (TIN). Individuals should include their Social Security Number (SSN), while other entities must provide an Employer Identification Number (EIN).
  6. In Part III, confirm your business type. Accurately indicate your status, and check any applicable subcategories related to small business ownership or control.
  7. Indicate whether your company is listed on the US Government Excluded Parties List System and provide details regarding any affiliation with University of Michigan employees.
  8. In Part IV, carefully read the certification statement and sign with the date. Remember to cross out specific sections if applicable, such as if you are subject to backup withholding.
  9. Once completed, you can save your changes, and then choose to download, print, or share the form as needed. Ensure that you do not send the form to the IRS, but provide it to the requester.

Start completing your Substitute W-9 Form online today for a smooth process.

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Yes, you can refuse a request to fill out the W-9 but only if you are suspicious as to why a business has made the request. ... Businesses in the United States are instructed by the IRS to request the W-9 be completed by any service provider they're paying US$ 600 or more to during the tax year.

The IRS doesn't offer much guidance on this issue. From a practical standpoint, it's not a bad idea to ask vendors to complete a new Form W-9 for your records each year to assure that the information you have is accurate; however, this is not necessary, and most small businesses do not do so.

IRS Form W-9 is a nonprofit tax-exempt form that is required even though charitable organizations aren't subject to standard withholding taxes.

You should keep the W-9 for three years following the last tax year in which a Form 1099 was filed for that vendor or accountholder. Three years is the statute of limitations in which the IRS has to begin an audit, which may include review of your tax returns and informational returns and supporting records.

Line 1 Name. Line 2 Business name. Line 3 Federal tax classification. Line 4 Exemptions. Lines 5 & 6 Address, city, state, and ZIP code. Line 7 Account number(s) Part I Taxpayer Identification Number (TIN) Part II Certification.

After an initial IRS Form W-9 is obtained, companies are not required to obtain updated forms for established vendors; vendors are responsible for providing an updated Form W-9 if certain information changes.

Form W-9 (or an acceptable substitute) is used by persons required to file information returns with the IRS to get the payee's (or other person's) correct name and TIN. For individuals, the TIN is generally a social security number (SSN).

Use Form W-9 to provide your correct Taxpayer Identification Number (TIN) to the person who is required to file an information return with the IRS to report, for example: Income paid to you. Real estate transactions. Mortgage interest you paid.

Those who should fill out a W 9 are those who are working as independent contractors or freelancers, because the W-9 is the form used by the IRS to help gather information about such workers. The W-9 form is an informational reporting tax form, meaning that it provides information to the IRS about taxable entities.

Not surprisingly, the IRS doesn't offer much guidance on this issue. From a practical standpoint, it's not a bad idea to ask vendors to complete a new form W-9 for your records each year many of our vendors ask us to do this every year. The form takes all of 2 minutes to complete.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232