Fillable and Printable W-9 Form
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If you are a payer, you can request your vendors to complete this information. You will be notified once your vendors complete the Form W-9.
Fill out W-9 OnlineWhat Information is Required to fill out Form W-9?
- 1. Vendor/Contractor Details: Name, Business Name, Business type, Address
- 2. Contractor/Individual TIN (EIN/SSN)
It's simple to complete Form W-9 with TaxBandits.
First, request that your contractors fill out Form W-9 with their applicable information. Then, you will be notified as your contractors complete their W-9s.
What is Form W-9?
The Form W-9 is used by payees to provide their correct Taxpayer Identification Number (TIN) to their payer. The payer will need the accurate TIN to file an information return with the IRS, reporting the payment. Some examples include:
- Income paid to you.
- Real estate transactions.
- Mortgage interest you paid.
- Acquisition or abandonment of secured property.
- Cancellation of debt.
- Contributions you made to an IRA.
Line by Line Instructions to fill out Form W-9?
The W-9 is quite simple to complete. It consists of 7 lines and 2 parts followed by the date and signature fields.
Here’s what you need to know before filling out your W-9.
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Line 1- Name
This line is a mandatory field. Enter your name as shown on your income tax return. Do not leave this line blank, even if you're a business entity.
If this Form W-9 is for a joint account, list first, and then circle, the name of the person or entity whose number you entered in Part I of IRS Form W-9.
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Line 2 - Business Name
Line 2 is not a mandatory field. Enter your business name if it is different from what you entered in Box 1.
For instance, if your name is John Doe, and you don't have a separate business entity, you would leave it blank. However, if your business name were ABC Contractor Services, Inc., you should add that name in Box 2.
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Line 3 - Federal Tax Classification
Check the appropriate box on line 3 to determine your tax status.
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Line 4
Check this box if wages are not subject to social security and medicare tax. And if it doesn't apply, please skip this line
- Individual/sole proprietor or single-member LLC
- C Corporation
- S Corporation
- Partnership
- Trust/estates
- Limited liability company (LLC) - If this option, enter the tax classification in the appropriate box. You may enter:
- C — For C Corporation
- S — For S Corporation
- P — For Partnership
- Other — Specify your tax status.
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Item 4 - Exemptions
If you are exempt from backup withholding and/or FATCA reporting, enter any code(s) that may be applicable to you on line 4.
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1 - Exempt organizations classified under section 501(a), IRAs and custodial accounts classified under section 403(b)(7), and any accounts that classify under section 401(f)(2)
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2 - United States government agencies
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3 - Any states, districts, commonwealth, possession, or political subdivisions of the United States.
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4 - All agencies or political subdivisions of a foreign government.
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5 - Corporations
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6 - An entity that deals in securities and commodities that is required to register in the US and any of their territories.
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7 - Merchants registered with the Commodity Futures Trading Commision
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8 - Real estate investment trusts
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9 - Entities that are registered throughout the tax year in accordance with the Investment Company Act of 1940
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10 - Common trust funds operated by a bank under section 584(a)
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11 - Financial institutions
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12 - A middleman (nominee/custodian) in the investment community
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13 - Trusts that are exempt from tax under section 664 or described in section 4947
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A - All exempt organizations under section 501(a) and individual retirements plans under section 7701(a)(37)
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B - The United States or any of its agencies or instrumentalities
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C - Any states, districts, commonwealth, possession, or political subdivisions of the United States.
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D - A corporation the stock of which is regularly traded on one or more established securities markets, as described in Regulations section 1.1472-1(c)(1)(i)
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E - Corporations that are members of the same expanded affiliated group as a corporation described in Regulations section 1.1472-1(c)(1)(i)
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F - An entity that deals in securities and commodities that is required to register in the US and any of their territories.
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G - Real estate investment trusts
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H - Entities that are registered throughout the tax year in accordance with the Investment Company Act of 1940, or defined under section 851
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I - Common trust funds defined in section 584(a)
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J - A bank as defined in section 581
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K - Brokers
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L - Trusts exempt from tax under section 664 or described in section 4947(a)(1)
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M - Tax-exempt trusts under a section 403(b) plan or section 457(g) plan
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Line 5 & 6 - Address
Enter your address, including your number, street, and apartment or suite number, city, state, and zip code.
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Line 7 - Account Numbers
Line 7 is not a mandatory field. Enter any account numbers that the business or individual who sent Form W-9 may find useful.
Exempt payee code
Individuals (including sole proprietors) are not exempt from backup withholding.
Corporations are exempt from backup withholding for certain payments, including interest and dividends.
Corporations are not exempt from backup withholding for payments made in settlement of payment card or third party network transactions.
Corporations are not exempt from backup withholding with respect to attorneys’ fees or gross proceeds paid to attorneys, and corporations that provide medical or health care services are not exempt with respect to payments reportable on Form 1099-MISC.
Enter the appropriate code in the space in line 4 that applies to your organization.
Exemption from FATCA codes:
Instructions to complete Part I - Taxpayer Identification Number (TIN)
Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid backup withholding.
For individuals, this is eventually your social security number (SSN). If you are a sole proprietor and you have an EIN, you may enter either your SSN or EIN.
If you are a single-member LLC that is disregarded as an entity separate from its owner, enter the owner’s SSN (or EIN, if the owner has one). Do not enter the disregarded entity’s EIN.
If the LLC is classified as a corporation or partnership, enter the entity’s EIN.
If you do not have a TIN and applied for it, and noted it as "Applied For” in the space for the TIN, sign and date the form, and give it to the requester.
Instructions to complete Part II - Certification
The last part of your W-9 Form is certification which require you to certify for the following points
- 1. You are providing correct taxpayer identification number
- 2. Backup withholding does not apply to you.
- 3. The contractor is U.S. citizen or other U.S. person
- 4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting are correct.
You must cross out item 2 on the list above if the IRS has notified you that you are currently subject to backup withholding.
Signature requirements
After reviewing the Form W-9 and checking that all the information is correct, you can move on to e-sign and date the form.
