Get W-9.xls. Application For Employer Identification Number

Filling out the W-9.xls form is an essential step for individuals and entities needing to provide taxpayer identification information for various financial transactions. This guide will help you navigate the components of the W-9 form, ensuring accurate completion for online submission.

Follow the steps to complete the W-9.xls form with ease.

1. Press the ‘Get Form’ button to download the W-9.xls form and open it for editing.
2. In the 'Legal Name' section, enter your name as it appears on your tax documents. Ensure accuracy to avoid discrepancies.
3. If operating under a trade name, complete the 'Trade Name' field with the doing business as (D/B/A) name.
4. Fill in your remit address, including the required zip + 4 code. Optionally, you can also provide a purchase order address.
5. In Part II, select your legal entity type (e.g., individual, sole proprietorship, partnership, etc.) and enter the nine-digit taxpayer identification number (TIN) accordingly.
6. Confirm whether services provided fall under specific categories, such as medical services or licensed real estate brokerage, by checking the relevant boxes.
7. Carefully read the certification statements, ensure the accuracy of your identification number, and check if you need to cross out any items based on your status with backup withholding.
8. Print or type your name, title, and authorized signature, followed by the date and your phone number.
9. Finally, save the completed form, and choose options to download, print, or share the filled-out W-9 form for submission.

Start filling out your W-9 form online today for accurate and efficient processing.