Get the free Substitute form W-9 Request for Taxpayer Identi

Substitute form W-9 Request for Taxpayer Identity?cation Number and Cert?cation Putnam Investor Services, Inc. P. O. Box 8383, Boston, MA 02266-8383 1-800-225-1581 www.putnam.com Your account number

How to fill out substitute form w-9 request

When it comes to filling out a substitute Form W-9 request, here are the steps you need to follow:

1. Begin by downloading the substitute Form W-9 from a trusted source, such as the Internal Revenue Service (IRS) website.
2. Fill out the first section of the form, which includes your name and business name if applicable. Make sure to use the same name that you use for tax purposes, as it should match your tax identification number (TIN).
3. Indicate the type of taxpayer you are by checking the appropriate box. This could be an individual, sole proprietor, partnership, corporation, or other entity.
4. In the fourth section, enter your address, including street, city, state, and ZIP code. Make sure the address matches the one used for tax purposes.
5. Provide your taxpayer identification number (TIN) in the next section. This can be your social security number (SSN) if you are an individual, or an employer identification number (EIN) if you are a business.
6. If you are exempt from backup withholding, you can mark the corresponding box in the fifth section. However, make sure you meet the eligibility requirements for exemption before doing so.
7. Complete the form by signing and dating it. If you are filling it out on behalf of a business, include the title or capacity in which you are signing.

Now, let's discuss who needs a substitute Form W-9 request:

1. Independent Contractors: If you are a freelancer or self-employed individual who receives payments for your services, the payer may request a substitute Form W-9 from you.
2. Vendors and Suppliers: Businesses often request substitute Form W-9s from vendors and suppliers who provide goods or services to them for reporting purposes.
3. Financial Institutions: Banks and other financial institutions may require individuals or businesses to fill out a substitute Form W-9 to verify their taxpayer information for various financial transactions.
4. Real Estate Transactions: When engaging in real estate transactions, such as purchases, sales, or rental agreements, parties involved may be required to submit substitute Form W-9s to comply with tax regulations.

Remember, it is essential to provide accurate and up-to-date information on the substitute Form W-9 to ensure smooth communication and compliance with tax requirements for both parties involved.

For pdfFiller’s FAQs

What is substitute form w-9 request?

The substitute form W-9 request is a form used by businesses to request the taxpayer identification number (TIN) from individuals or entities.

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

Any business or entity that makes payments to other individuals or entities for services rendered must file a substitute form W-9 request.

How to fill out substitute form w-9 request?

To fill out a substitute form W-9 request, one must provide their name, address, TIN, and certify that they are not subject to backup withholding.

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

The purpose of the substitute form W-9 request is to collect the TIN of individuals or entities who receive payment for services, in order to report those payments to the IRS.

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

The substitute form W-9 request must include the name, address, and TIN of the individual or entity receiving payment.

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