Get W9 Request Letter

The W9 Request Letter is a critical document used to collect taxpayer identification information necessary for reportable payments. This guide will provide clear and supportive instructions for completing the form online, ensuring that you can submit it accurately and efficiently.

Follow the steps to fill out the W9 Request Letter correctly.

1. Click ‘Get Form’ button to obtain the W9 Request Letter and open it in the editor.
2. Enter the taxpayer’s name in the designated field. If the taxpayer is a joint owner, list the first name and circle the name of the individual whose number will be entered in the following section.
3. Provide the business name if applicable, before moving to Part I.
4. In Part I, check the correct box that describes your entity type: Individual/Sole Proprietor, Corporation, Partnership/LLC/LLP, or Other. Enter your Taxpayer Identification Number (TIN) accordingly. For individuals, this will be your Social Security Number (SSN); for other entities, provide your Employer Identification Number (EIN).
5. Indicate your residency status regarding California by checking 'YES' or 'NO' based on whether you have a permanent place of business in California.
6. If applicable, provide the individual’s name and Social Security Number in the space provided if you checked Individual/Sole Proprietor.
7. If you checked a category other than Individual/Sole Proprietor, enter your appropriate Federal Taxpayer Identification Number and California Corporation Number as needed.
8. Fill in your complete address, including number, street, apartment, or suite number, along with your phone number and fax number.
9. Proceed to Part II to classify your business size by selecting the appropriate category if applicable.
10. Finally, print your name, sign the form, and date it at the bottom. Ensure all information is accurate before submitting.

Complete your W9 Request Letter online today!