Get the free Form W-9 (Rev. October 2007) - CASAT - casat unr

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How to fill out form w-9 rev october

Point by point instructions on how to fill out Form W-9 Rev October:

01

Make sure you have the correct version of the form - Form W-9 Rev October. This is the most current version and it is important to use the latest form provided by the IRS.

02

Begin by entering your name in the first line. Make sure to use the same name that you use when filing your taxes. If you are completing the form on behalf of a business, enter the business name as well.

03

In the second line, provide your business's federal tax classification. This could be a sole proprietorship, partnership, corporation, or other type of entity. Consult with your tax advisor or the IRS instructions if you are unsure about the classification.

04

Enter your exemption codes, if applicable, in Part I, Line 4. These codes are used to claim certain exemptions or exemptions from backup withholding.

05

If you have a U.S. address, fill it in the address section on Line 5. Include your street address, city, state, and ZIP code. If your mailing address is different from the address you provided, enter that as well.

06

Fill in the requester's name and address in Part I, Line 6. This information is typically provided by the person or entity requesting your tax identification number (TIN).

07

Enter your tax identification number (TIN) in Part I, Line 7. This is typically your Social Security Number (SSN) for individuals or your Employer Identification Number (EIN) for businesses. Make sure to double-check the accuracy of this number.

08

If you are exempt from backup withholding, you must check the appropriate box in Part II, Certifications. Consult the instructions or your tax advisor to determine if you qualify for exemption.

09

Finally, sign and date the form at the bottom. By signing the form, you are certifying that the information provided is true and correct.

Who needs Form W-9 Rev October?

Form W-9 Rev October is primarily used by U.S. individuals or businesses to provide their tax identification number (TIN) to the person or entity that is requesting it. This form is commonly used in various situations, such as when you are a freelancer or independent contractor providing services to a client, or when you are opening a new bank account or investment account.

Ultimately, anyone who is required to provide their TIN to another party, such as an employer, financial institution, or client, may need to fill out Form W-9 Rev October. It is important to consult with the specific entity or your tax advisor to determine if this form is required in your situation.

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