Get Substitute W-9 : Taxpayer Identification Number Request

Filling out the Substitute W-9 form is crucial for providing your taxpayer identification information accurately. This guide will walk you through each section of the form to ensure you complete it correctly and efficiently.

Follow the steps to successfully fill out the form online.

1. Click ‘Get Form’ button to access the Substitute W-9 form and open it in your preferred online editor.
2. In Part 1, select your tax status by completing only one of the sections. If you are an individual, enter your name (last, first, middle) and your Social Security Number. If you are a sole proprietor, also provide your business name and either your Social Security Number or Federal Employer ID Number.
3. If you are part of a partnership or another entity, provide the legal name of the partnership as recorded by the IRS along with its Federal Employer ID Number. You also need to mention the business name, if it differs from the legal name.
4. If you are claiming an exemption, check the appropriate box in Part 1 and provide the legal name of your organization or entity, as applicable.
5. In Part 2, enter your Tax Correspondence Address where you would like to receive any related tax documents.
6. In Part 3, read the certification statement carefully. Confirm that the taxpayer identification number provided is correct, that you are not subject to backup withholding, and that you are a U.S. person, including a resident alien. Print your name and phone number in the designated fields.
7. Sign the form in the designated area under Part 3 and date it.
8. Once all fields are completed, you can save changes, download, print, or share the Substitute W-9 form as necessary.

Complete your Substitute W-9 form online today to ensure accurate reporting and tax compliance.