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Insurance Services 8662155343 REQUEST FOR TAXPAYER IDENTIFICATION NUMBER AND CERTIFICATION Policy owners Name: Taxpayer Identification Number: Social Security Number Certification: Under penalties
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How to fill out w-9 - life insurance

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How to Fill Out W-9 - Life Insurance:

01
Obtain the Form: The first step is to obtain a copy of the W-9 form, which can be found on the Internal Revenue Service (IRS) website or through your life insurance provider.
02
Personal Information: Start by entering your name, address, and social security number (SSN) or employer identification number (EIN) on the form. Ensure that the information provided is accurate and matches the details on your life insurance policy.
03
Taxpayer Classification: Indicate your taxpayer classification by checking the appropriate box. Most individuals will check the "Individual/Sole Proprietor" box. However, consult with a tax professional if you are unsure about the correct classification.
04
Exemptions: If you are exempt from backup withholding due to certain conditions, you may need to attach a statement explaining the exemption and provide any necessary documentation.
05
Signature: Sign and date the W-9 form to certify that the information provided is correct. Ensure that you have reviewed and understood the form before signing it.

Who Needs W-9 - Life Insurance:

01
Policyholders: Any individual who has a life insurance policy and receives reportable income, such as interest or dividends, from the policy may be required to fill out a W-9 form. This allows the life insurance company to report the income accurately to the IRS.
02
Beneficiaries: In some cases, beneficiaries of a life insurance policy may need to fill out a W-9 form if they receive reportable income, such as proceeds from a cash-value life insurance policy or interest on a death benefit.
03
Non-U.S. Citizens: Non-U.S. citizens who have life insurance policies in the United States may also need to fill out a W-9 form. The form helps the IRS collect information about foreign individuals holding U.S.-based policy contracts.
Remember, it is important to consult with a tax professional or your life insurance provider for specific guidance on filling out the W-9 form.

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