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LETTER OF TRANSMITTAL 877-248-6417 (toll-free) or 718-921-8317 www.amstock.com info amstock.com WHERE TO FORWARD YOUR TRANSMITTAL The method of delivery of certificate(s) and all other required documents

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How to fill out substitute form w-9 this

How to fill out substitute form W-9:

01

Start by providing your name or the name of your business in the "Name" field on the form. Make sure to use the same name that is associated with your taxpayer identification number (TIN) for tax purposes.

02

Enter your TIN in the "Taxpayer Identification Number" field. This can be your Social Security Number (SSN) if you are an individual, or an Employer Identification Number (EIN) if you are a business entity.

03

If you are exempt from backup withholding, check the appropriate box in Part II of the form. Otherwise, leave it blank.

04

If applicable, indicate your exemption code in Part III. This is only necessary if you are claiming an exemption from FATCA reporting.

05

Sign and date the form in the designated fields. By signing, you are certifying that the information provided is accurate and that you are not subject to backup withholding.

06

Finally, submit the completed form to the requester, who may be a business or individual that requires your tax information for various purposes such as payments or reporting.

Who needs substitute form W-9:

01

Independent contractors: If you are a freelancer or self-employed individual receiving income from a client, they may ask you to fill out a substitute form W-9 to obtain your tax information for reporting purposes.

02

Vendors and service providers: Businesses that hire vendors or service providers may require them to submit a substitute form W-9 to ensure that accurate tax reporting can be done and comply with IRS regulations.

03

Financial institutions: Banks, credit unions, and other financial institutions often request substitute form W-9 from their customers to gather the necessary information for reporting interest income, dividends, or other taxable transactions.

04

Real estate agents and brokers: When buying or selling real estate, parties involved, such as real estate agents and brokers, may request substitute form W-9 to report any payments made during the transaction to the IRS.

05

Any party making payments: It is common for any entity or individual making payments for various reasons, such as rent, royalties, or other types of income, to request substitute form W-9 to comply with tax reporting requirements.

Remember, it is essential to provide accurate information on the substitute form W-9 to avoid any potential issues related to tax compliance and reporting.

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What is substitute form w-9 this?

Substitute form W-9 is used by businesses who are unable to obtain a completed Form W-9 from a payee.

Who is required to file substitute form w-9 this?

Businesses who cannot obtain a completed Form W-9 from a payee are required to file substitute form W-9.

How to fill out substitute form w-9 this?

Substitute form W-9 should be filled out with the same information that would be provided on a standard Form W-9.

What is the purpose of substitute form w-9 this?

The purpose of substitute form W-9 is to collect the necessary taxpayer identification information from payees.

What information must be reported on substitute form w-9 this?

Substitute form W-9 must include the payee's name, address, taxpayer identification number, and certification.

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