YUMPU W-9 Request for Taxpayer Identification Number and Certification User Guide
- June 17, 2024
- YUMPU
Table of Contents
W-9 Request for Taxpayer Identification Number and Certification
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Product Information
Specifications:
- Product Name: W-9 Form
- Revision: October 2018
- Department: Treasury Internal Revenue Service
Product Usage Instructions
Completing the W-9 Form:
-
Name: Enter your name as shown on your income
tax return. This field is mandatory. -
Business Name: If different from above, enter
the business name or disregarded entity name. -
Tax Classification: Check the appropriate box
for federal tax classification. -
Exemptions: Enter any applicable codes for
exemptions based on entity type. -
Address: Fill in the address details as
instructed. -
Part I – Taxpayer Identification Number (TIN):
Enter your TIN in the provided box matching the name on line 1 to
avoid backup withholding. -
Part II – Certification: Certify under
penalties of perjury that the information provided is
accurate.
Frequently Asked Questions (FAQ)
Q: How do I obtain a TIN?
A: If you do not have a TIN, refer to the
instructions provided on the form for guidance on how to obtain
one.
Q: What should I do if the account is in more than one
name?
A: Check the instructions for line 1 on how to
handle accounts with multiple names to ensure correct information
submission.
Q: What is the purpose of the Certification section?
A: The Certification section is where you
confirm the accuracy of the information provided on the form under
legal penalties.
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W-9
Form
(Rev. October 2018) Department of the Treasury Internal Revenue Service
Request for Taxpayer Identification Number and Certification
Go to www.irs.gov/FormW9 for instructions and the latest information.
1 Name (as shown on your income tax return). Name is required on this line; do not leave this line blank.
TFD Unlimited LLC
2 Business name/disregarded entity name, if different from above
TFD Supplies
Give Form to the requester. Do not send to the IRS.
Print or type. See Specific Instructions on page 3.
3 Check appropriate box for federal tax classification of the person whose name is entered on line 1. Check only one of the following seven boxes.
Individual/sole proprietor or single-member LLC
C Corporation
S Corporation
Partnership
Trust/estate
4 Exemptions (codes apply only to certain entities, not individuals; see
instructions on page 3):
Exempt payee code (if any)
Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=Partnership)
Note: Check the appropriate box in the line above for the tax classification of the single-member owner. Do not check Exemption from FATCA reporting
LLC if the LLC is classified as a single-member LLC that is disregarded from the owner unless the owner of the LLC is another LLC that is not disregarded from the owner for U.S. federal tax purposes. Otherwise, a single-member LLC that
code (if any)
is disregarded from the owner should check the appropriate box for the tax classification of its owner.
Other (see instructions) 5 Address (number, street, and apt. or suite no.) See instructions.
(Applies to accounts maintained outside the U.S.)
Requester’s name and address (optional)
1660 Essex Way, Ste B
6 City, state, and ZIP code
O’Fallon, IL 62269
7 List account number(s) here (optional)
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
generally your social security number (SSN). However, for a resident alien,
sole proprietor, or disregarded entity, see the instructions for Part I,
later. For other entities, it is your employer identification number (EIN). If
you do not have a number, see How to get a TIN, later.
Note: If the account is in more than one name, see the instructions for line
- Also see What Name and Number To Give the Requester for guidelines on whose number to enter.
Social security number
or
Employer identification number
47 5543829
Part II Certification
Under penalties of perjury, I certify that:
1. The number shown on this form is my correct taxpayer identification number
(or I am waiting for a number to be issued to me); and 2. I am not subject to
backup withholding because: (a) I am exempt from backup withholding, or (b) I
have not been notified by the Internal Revenue
Service (IRS) that I am subject to backup withholding as a result of a failure
to report all interest or dividends, or (c) the IRS has notified me that I am
no longer subject to backup withholding; and
3. I am a U.S. citizen or other U.S. person (defined below); and
4. The FATCA code(s) entered on this form (if any) indicating that I am
exempt from FATCA reporting is correct.
Certification instructions. You must cross out item 2 above if you have been
notified by the IRS that you are currently subject to backup withholding
because you have failed to report all interest and dividends on your tax
return. For real estate transactions, item 2 does not apply. For mortgage
interest paid, acquisition or abandonment of secured property, cancellation of
debt, contributions to an individual retirement arrangement (IRA), and
generally, payments other than interest and dividends, you are not required to
sign the certification, but you must provide your correct TIN. See the
instructions for Part II, later.
Sign Here
Signature of U.S. person
Oct 12, 2023 Date
General Instructions
Section references are to the Internal Revenue Code unless otherwise noted.
Future developments. For the latest information about developments related to
Form W-9 and its instructions, such as legislation enacted after they were
published, go to www.irs.gov/FormW9.
Purpose of Form
An individual or entity (Form W-9 requester) who is required to file an
information return with the IRS must obtain your correct taxpayer
identification number (TIN) which may be your social security number (SSN),
individual taxpayer identification number (ITIN), adoption taxpayer
identification number (ATIN), or employer identification number (EIN), to
report on an information return the amount paid to you, or other amount
reportable on an information return. Examples of information returns include,
but are not limited to, the following. · Form 1099-INT (interest earned or
paid)
Cat. No. 10231X
· Form 1099-DIV (dividends, including those from stocks or mutual funds)
· Form 1099-MISC (various types of income, prizes, awards, or gross proceeds)
· Form 1099-B (stock or mutual fund sales and certain other transactions by
brokers)
· Form 1099-S (proceeds from real estate transactions)
· Form 1099-K (merchant card and third party network transactions)
· Form 1098 (home mortgage interest), 1098-E (student loan interest), 1098-T
(tuition)
· Form 1099-C (canceled debt)
· Form 1099-A (acquisition or abandonment of secured property)
Use Form W-9 only if you are a U.S. person (including a resident alien), to
provide your correct TIN.
If you do not return Form W-9 to the requester with a TIN, you might be
subject to backup withholding. See What is backup withholding, later.
Form W-9 (Rev. 10-2018)