Get the free Referral and W9 form - Towerstream

CUSTOMER REFERRAL PROGRAM FORM To obtain credit for referring a customer to Tower stream please complete the Customer Referral Form and the attached W-9 form. Terms & Conditions apply: Program eligibility

How to fill out referral and w9 form

How to fill out referral and W9 form:

1. Start by obtaining the referral form and W9 form from the appropriate source. The referral form is typically provided by the company or individual referring you for a service or job, while the W9 form is typically obtained from the Internal Revenue Service (IRS) or the payer requesting your taxpayer information.
2. Read the instructions carefully. Both forms usually come with instructions that explain how to complete each section accurately. Make sure to follow these instructions closely to avoid any mistakes or omissions.
3. Begin with the referral form. Fill in your personal information, such as your name, contact details, and any other required information. Provide the details of the person or organization that referred you, including their name, contact information, and the purpose of the referral. Indicate any relevant dates or deadlines if necessary.
4. Move on to the W9 form. Start by entering your legal name and business name, if applicable. Provide your mailing address, including street, city, state, and ZIP code. Fill in your taxpayer identification number (TIN), which is typically your Social Security Number (SSN) or Employer Identification Number (EIN).
5. Complete other required sections on the W9 form, such as your exemptions, certifications, and any additional information requested. Ensure that you fill in all the necessary fields accurately and legibly.
6. Double-check your information. Review both forms carefully to ensure all the details are accurate and complete. Make sure to sign and date the forms as required.
7. Keep copies for your records. Make copies of the completed referral and W9 forms for your personal records before submitting them.
8. Submit the forms. Return the referral form to the referring party or company, following their specified instructions. Submit the W9 form to the appropriate entity or payer requesting your taxpayer information, as outlined in their instructions.
9. Retain proof of submission. Keep any proof or confirmation of sending the forms for future reference.

Who needs referral and W9 form?

1. Individuals or businesses seeking services or job opportunities may require a referral form. This form is typically used to recommend a person for a specific role or service.
2. The W9 form is usually required by individuals or businesses that need to report payments made to independent contractors or freelancers. It is also used by entities that need to gather taxpayer information for various purposes, such as tax reporting and compliance.

For pdfFiller’s FAQs

What is referral and w9 form?

Referral form is used to refer someone to a service or program. W9 form is used to request taxpayer identification number and certification from individuals or entities.

Who is required to file referral and w9 form?

Individuals or entities who need to report income or payments to the IRS may be required to file referral and w9 forms.

How to fill out referral and w9 form?

Referral form can be filled out by providing the necessary information about the person being referred. W9 form can be filled out by providing taxpayer identification number and certification.

What is the purpose of referral and w9 form?

The purpose of referral form is to refer someone to a service or program. The purpose of w9 form is to request taxpayer identification number and certification.

What information must be reported on referral and w9 form?

Referral form may require information about the person being referred. W9 form requires taxpayer identification number and certification.

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