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SUBSTITUTE W-9 FORM REQUEST FOR TAXPAYER IDENTIFICATION NUMBER AND CERTIFICATION Name: DBA Name: Tax Filing Address: City, State, and Zip Code: ************************************************************************************
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How to fill out substitute form w-9 and:

01
Obtain the form: Download the substitute form w-9 from the Internal Revenue Service (IRS) website or request a copy from your employer/client.
02
Provide your personal information: Fill in your name, address, and Social Security Number (SSN) or Employer Identification Number (EIN).
03
Identify your entity type: Check the appropriate box to indicate whether you are an individual, sole proprietor, corporation, partnership, or other.
04
Certification: Sign and date the form to certify that the information provided is accurate and complete.
05
Submit the form: Submit the completed form to your employer or client as required.

Who needs substitute form w-9 and:

01
Independent contractors: If you are a self-employed individual or a freelancer, you may be required to fill out a substitute form w-9 for your clients or employers.
02
Vendors: If you are a vendor who provides goods or services to a business, the entity may request you to complete a substitute form w-9 for tax reporting purposes.
03
Financial institutions: Financial institutions, such as banks or brokerage firms, may ask their customers to fill out a substitute form w-9 to gather necessary information for tax reporting.
04
Real estate transactions: Buyers or sellers of real estate may use substitute form w-9 to collect information about the other party for reporting purposes.
05
Other situations: There can be various other situations where an individual or entity may need to complete a substitute form w-9, such as opening a new credit account, participating in government contracts, etc. It is recommended to consult with the requesting party or a tax professional if unsure.
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Substitute form W-9 is a form used by businesses to request taxpayer identification information from individuals or entities.
Businesses or entities that need to collect taxpayer identification information from individuals or other entities are required to file substitute form W-9.
To fill out substitute form W-9, you need to provide your name or business name, your taxpayer identification number, your business entity type, and other requested information.
The purpose of substitute form W-9 is to gather taxpayer identification information to fulfill reporting requirements and identify the correct taxpayer.
Substitute form W-9 requires the reporting of the individual or entity's name, taxpayer identification number (such as social security number or employer identification number), address, and other relevant information.
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The premium version of pdfFiller gives you access to a huge library of fillable forms (more than 25 million fillable templates). You can download, fill out, print, and sign them all. State-specific substitute form w-9 and and other forms will be easy to find in the library. Find the template you need and use advanced editing tools to make it your own.
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