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CALIFORNIA STATE UNIVERSITY, LONG BEACH FOUNDATION Substitute W-9 Form (Required in lieu of IRS W-9) RETURN FORM TO THE REQUESTER. DO NOT SEND TO THE IRS. INCLUDE ALL REQUESTED INFORMATION 1. PLEASE.

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How to fill out the California W9 online

The California W9 form, officially known as the Substitute W-9 Form, is used by individuals and businesses to provide their Taxpayer Identification Number to the California State University, Long Beach Foundation. This guide offers clear, step-by-step instructions for completing the form online to ensure you provide accurate information.

Follow the steps to complete the California W9 form online

  1. Click ‘Get Form’ button to obtain the form and open it in the editor.
  2. Enter the information for the requester, which includes the department, street address, city, state, and zip code. This section should indicate that the form is to be returned to the CSULB Department of Nursing.
  3. Provide your full name in the designated line, formatted as Last, First, and Middle Initial. This ensures proper identification.
  4. Fill in your complete mailing address, including the street address or P.O. Box, city, state, and zip code.
  5. Check one box indicating your entity type, selecting only one. Options include Equipment/Supplies, Non-Medical Services, Medical Services, Rent, Interest, Royalties, Non-Employee Compensation, Attorney Fees, Prizes/Awards, or Legal Settlement.
  6. Enter your Taxpayer Identification Number in the field provided. If you are an individual or sole proprietor, your Social Security Number is required. Ensure that it is correct to avoid potential issues.
  7. Select your residency status by marking the appropriate box. You will need to indicate whether you are a California resident, a non-California resident, a U.S. resident, or a non-U.S. resident.
  8. In the certifying signature section, type or print your name, title, telephone number, sign the document, and date it. This certifies that the information provided is accurate.
  9. Review all entered information for accuracy and completeness. Make any necessary corrections.
  10. Once you are satisfied with the form, you can save your changes, download the completed form, print it, or share it with the requester as needed.

Start completing your California W9 form online today.

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Who Needs to Complete Form W-9? You will usually submit a W-9 form when you engage with a company where reporting information to the IRS might be necessary, such as receiving payments for services you provide as an independent contractor, paying interest on your mortgage or even contributing money to your IRA account.

The difference between 1099 vs W-9 is a straightforward one: the contractor fills out the W-9 form to provide information to the business they work for, and that business later reports the contractor's yearly earnings on the 1099 form.

The IRS has outlined several penalties for failure to furnish or comply with the reporting requirements of Form W-9. If the taxpayer fails to furnish a correct tax number, the taxpayer is subject to a $50 fine for every instance of non-compliance with tax law and regulation.

Who Needs to Complete Form W-9? You will usually submit a W-9 form when you engage with a company where reporting information to the IRS might be necessary, such as receiving payments for services you provide as an independent contractor, paying interest on your mortgage or even contributing money to your IRA account.

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.

The $600 Rule For example, if you go into a store and spend money, you don't need to get a W-9 for payments in store to ensure they are paying their taxes. In general, W-9s are required only for business-to-business relationships where more than $600 is paid in the calendar year.

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.

When is a W9 Not Required? A W9 from vendors is not required when payments will be less than $600 in a calendar year, but it is a good idea to request a W9 from all vendors. Also a W9 is not required when payments are not associated with conducting a trade or business.

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