Get the free SUBSTITUTE FORM W-9:

AC 3237-S (Rev. 1/17) NEW YORK STATE OFFICE OF THE STATE COMPTROLLER SUBSTITUTE FORM W-9: REQUEST FOR TAXPAYER IDENTIFICATION NUMBER & CERTIFICATION TYPE OR PRINT INFORMATION NEATLY. PLEASE REFER

How to fill out substitute form w-9

How to fill out substitute form w-9?

1. Obtain a blank copy of the substitute form w-9.
2. Provide your name, address, and social security number or employer identification number in the designated fields.
3. Indicate your federal tax classification (e.g., individual/sole proprietor, corporation, partnership) by selecting the appropriate option.
4. If applicable, provide your exempt payee code and FATCA filing requirement.
5. Sign and date the form.
6. Submit the completed substitute form w-9 to the requesting party.

Who needs substitute form w-9?

1. Individuals or sole proprietors who receive income through freelance work or independent contractor arrangements.
2. Business entities such as corporations or partnerships that receive payments for goods or services.
3. Foreign individuals or entities that generate U.S. income subject to withholding.

Note: The substitute form w-9 is typically required by entities making payments to reportable vendors and is used to obtain the recipient's taxpayer identification number for tax reporting purposes.

For pdfFiller’s FAQs

How can I modify substitute form w-9 without leaving Google Drive?

Using pdfFiller with Google Docs allows you to create, amend, and sign documents straight from your Google Drive. The add-on turns your substitute form w-9 into a dynamic fillable form that you can manage and eSign from anywhere.

How can I fill out substitute form w-9 on an iOS device?

Install the pdfFiller app on your iOS device to fill out papers. Create an account or log in if you already have one. After registering, upload your substitute form w-9. You may now use pdfFiller's advanced features like adding fillable fields and eSigning documents from any device, anywhere.

How do I edit substitute form w-9 on an Android device?

Yes, you can. With the pdfFiller mobile app for Android, you can edit, sign, and share substitute form w-9 on your mobile device from any location; only an internet connection is needed. Get the app and start to streamline your document workflow from anywhere.

What is substitute form w-9?

The substitute Form W-9 is a form used by individuals or entities to provide their Taxpayer Identification Number (TIN) and certify that they are not subject to backup withholding. It is an alternative to the standard Form W-9 provided by the IRS.

Who is required to file substitute form w-9?

Generally, individuals or entities that are required to provide their TIN to payers who will use it to report income paid to them must file a substitute Form W-9. This includes independent contractors, freelancers, and certain businesses.

How to fill out substitute form w-9?

To fill out a substitute Form W-9, provide your name, business name (if applicable), address, and TIN. You must also certify that the information provided is correct and that you are not subject to backup withholding by signing and dating the form.

What is the purpose of substitute form w-9?

The purpose of the substitute Form W-9 is to allow payers to collect the necessary information to report payments made to contractors or vendors to the IRS and to ensure that proper taxes are withheld or reported.

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

The information that must be reported on a substitute Form W-9 includes the individual's or entity's name, business name (if applicable), address, TIN (Social Security Number or Employer Identification Number), and a certification of the accuracy of the information.