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Substitute form W9 Request for Taxpayer Identification Number and Certification Putnam Investments Putnam Investor Services, Inc. PO Kansas MA City,022668383 MO 641219697 P. O.Box Box219697, 8383,
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How to fill out substitute form w-9

01
Obtain a copy of the Substitute Form W-9 from the appropriate source.
02
Fill out your name as it appears on your tax return.
03
Enter your business name if applicable.
04
Provide your address, including city, state, and zip code.
05
Enter your taxpayer identification number (TIN), which can be your Social Security Number (SSN) or Employer Identification Number (EIN).
06
Indicate the type of entity by checking the appropriate box (individual, corporation, LLC, etc.).
07
Certify your information by signing and dating the form.

Who needs substitute form w-9?

01
Individuals or businesses receiving income that requires tax reporting.
02
Freelancers and independent contractors providing services.
03
Payees required by clients or companies to submit tax information for payments.
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The substitute Form W-9 is an alternative version of the official IRS Form W-9 that is used to request the taxpayer identification number (TIN) and certification of U.S. taxpayers.
Individuals and entities that are required to provide their TIN to another party, usually for tax reporting purposes, must file a substitute Form W-9.
To fill out a substitute Form W-9, you need to provide your name, business name (if applicable), entity type, address, TIN, and certify the accuracy of the information provided.
The purpose of the substitute Form W-9 is to ensure that the requester can obtain the correct taxpayer identification information necessary for reporting income paid to the taxpayer to the IRS.
The substitute Form W-9 must report your name, business name (if applicable), entity type, address, taxpayer identification number (TIN), and your signature certifying the information.
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