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W?9 Cover Sheet Educational Services Division 2012 Midyear Clinical Meeting Las Vegas NEW! Please note that this is a new process as of 7/10/2012. Note that the instructions in the Presenter Handbook

How to fill out w-9 cover sheet

How to fill out a W-9 cover sheet:

1. Start by obtaining a copy of the W-9 form. You can download it from the official IRS website or obtain a physical copy from your employer or client.
2. Begin filling out the Personal Information section. Provide your legal name, address, and social security number or employer identification number (EIN).
3. Move on to the Business Name if applicable. If you operate as a sole proprietorship using your own name, you can leave this section blank. However, if you have a business name, enter it here.
4. Indicate the federal tax classification. Most individuals will check the box for "Individual/sole proprietor or single-member LLC," but consult with a tax professional if you're unsure of the correct classification.
5. If you have an exemption from backup withholding, check the appropriate box and provide the necessary details. If you're subject to backup withholding, leave this section blank.
6. Sign and date the form. By signing, you certify that the information provided is accurate. If you're completing the form electronically, you can use an electronic signature, otherwise, use your handwritten signature.
7. Submit the completed W-9 form to the person or entity who requested it. This could be your employer, a client, or a financial institution. Retain a copy for your records.

Who needs a W-9 cover sheet?

1. Independent contractors: If you're working as an independent contractor or freelancer, your clients may request a W-9 form from you. This is to ensure accurate reporting of your income to the IRS.
2. Employers: Employers may require their employees to fill out a W-9 form if there are any discrepancies in their tax forms or if additional information is needed for tax reporting purposes.
3. Financial institutions: Financial institutions such as banks or investment companies may request a W-9 form from individuals opening new accounts or conducting specific transactions that require tax reporting.

Remember, it's always best to consult with a tax professional if you have any questions or concerns regarding the completion of a W-9 form.

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