Get the free Substitute W-9 Cover Sheet - ba uoregon

This form is used by the University of Oregon to collect necessary vendor information in compliance with federal regulation reporting requirements under the Foreign Account Tax Compliance Act (FATCA).

How to fill out substitute w-9 cover sheet

How to fill out Substitute W-9 Cover Sheet

1. Obtain the Substitute W-9 Cover Sheet form from the IRS or your organization.
2. Enter your name in the designated field.
3. Provide your business name (if applicable) in the next field.
4. Fill in your address, including street, city, state, and ZIP code.
5. Indicate your Taxpayer Identification Number (TIN), which can be your Social Security Number (SSN) or Employer Identification Number (EIN).
6. Check the appropriate box to indicate whether you are an individual, corporation, partnership, etc.
7. Sign and date the form at the bottom.
8. Review the completed cover sheet for accuracy before submission.

Who needs Substitute W-9 Cover Sheet?

1. Individuals or businesses who need to provide their taxpayer information to a requestor for tax purposes.
2. Freelancers, independent contractors, or vendors who are filling out paperwork for payment.
3. Entities that require a TIN for compliance with tax reporting obligations.

People Also Ask about

Are you legally required to provide a W9?

A W9 from vendors is not required when payments will be less than $600 in a calendar year, but it is a good idea to request a W9 from all vendors. Also a W9 is not required when payments are not associated with conducting a trade or business.

What is the W9 equivalent in Europe?

If your organisation requires our W9 form, you are in the right place. We are registered in Spain, and therefore are a non-US entity. This means that we don't have a W9 form. Instead we use the W-8BEN-E form, which is for non US-entities.

What is the international version of a W9?

IRS Form W-8 Submission Foreign vendors do not complete the Substitute Form W-9; foreign persons or entities must submit one of five available forms. The vendor must determine the one most appropriate to their United States tax status for reportable transactions.

What is a W-9 or W-8BEN?

The W-8 and W-9 forms both document how a recipient of income from a U.S.-based company is taxed. The difference is, the W8 form is for foreigners and the W9 is for U.S. citizens or legal residents.

What is the substitute for W9?

Payors and withholding agents are allowed to use their own Forms W-9, which are not the official Internal Revenue Service (IRS) published Forms W-9. These forms are called substitute Forms W-9. In order to be sure that the substitute Form W-9 is reliable, a few items must be in place. Substantially similar content.

What is the foreign equivalent of a W9?

All US residents and citizens, credit card holders, and those with green cards must complete Form W-9. If you're a foreign individual or entity, you'll need to complete a W-8.

Who needs to fill out W-8BEN E?

Who Must Provide Form W-8BEN-E. You must give Form W-8BEN-E to the withholding agent or payer if you are a foreign entity receiving a withholdable payment from a withholding agent, receiving a payment subject to chapter 3 withholding, or if you are an entity maintaining an account with an FFI requesting this form.

For pdfFiller’s FAQs

What is Substitute W-9 Cover Sheet?

The Substitute W-9 Cover Sheet is a document used to request a taxpayer's identification number and certification, serving as an alternative to the official IRS Form W-9.

Who is required to file Substitute W-9 Cover Sheet?

Individuals or entities that are required to provide their taxpayer identification number to another party for reporting income or payments, typically in situations involving independent contractors or freelancers.

How to fill out Substitute W-9 Cover Sheet?

To fill out the Substitute W-9 Cover Sheet, provide your name, business name (if applicable), address, taxpayer identification number (TIN), and certification by signing and dating the form.

What is the purpose of Substitute W-9 Cover Sheet?

The purpose of the Substitute W-9 Cover Sheet is to collect and certify the taxpayer identification information necessary for the reporting of income to the IRS by the entity making payments.

What information must be reported on Substitute W-9 Cover Sheet?

The information that must be reported includes the individual's or entity's name, business name (if applicable), address, taxpayer identification number (TIN), and a signature certifying the accuracy of the information provided.