What is Form W-9?

Form W-9 is an IRS tax form used by businesses to collect the taxpayer identification number (TIN) of individuals who are U.S. citizens, resident aliens, or companies operating in the United States. It is commonly used for reporting income and filing tax returns.

What are the types of Form W-9?

Form W-9 has only one type, which is the Request for Taxpayer Identification Number and Certification. This form is used by businesses and payers to gather essential information from the payee in order to accurately report payments and income to the IRS.

Request for Taxpayer Identification Number and Certification (Form W-9)

How to complete Form W-9

Completing Form W-9 is a straightforward process. Here are the steps to fill it out correctly:

01
Enter your name and business name, if applicable, as it appears on your tax return.
02
Provide your business entity type, such as sole proprietorship, partnership, corporation, etc.
03
Fill in your TIN, which can be your Social Security Number (SSN), Individual Taxpayer Identification Number (ITIN), or Employer Identification Number (EIN) depending on your situation.
04
Indicate whether you are exempt from backup withholding by checking the appropriate box.
05
Sign and date the form to certify that the information provided is accurate.
06
Include any additional information required by the requester, if applicable.

To make the process even easier, you can use the online platform pdfFiller. pdfFiller empowers users to create, edit, and share documents online. Offering unlimited fillable templates and powerful editing tools, pdfFiller is the only PDF editor users need to get their documents done.

Video Tutorial How to Fill Out Form W-9

Thousands of positive reviews can’t be wrong

Read more or give pdfFiller a try to experience the benefits for yourself
5.0
In our busy world, it is great to find a tool like PDFfiller to make things easi...
What do you like best? In our busy world, it is great to find a tool like PDFfiller to make things easier and to make sure private information is kept private. We no longer send attachments that can be read in an email that has sensitive information. Using templates has cut down our document sharing time! We now create a template that can be used over and over again. The big win in the form filling tool is the ability to add validation for the data entry. What do you dislike? The only complaint I get from users is PDFfiller documents are not showing up in their primary inbox. They have to search for them. We made it mandatory to check the box to send a copy of the email notification to our email address. This has made it easier to forward the email with the secure link to the recipient if they can't seem to find the PDFfiller email generated to them. Recommendations to others considering the product: Really take a look at your existing document and take the time to setup templates. What problems are you solving with the product? What benefits have you realized? In our office, we have tons of forms that need to have checkboxes and other types of validation done along with making sure it is easy for our users can easily sign the documents. PDFFiller provides the validation we need for our users to fill out forms properly. PDFfiller has multiple ways for users to sign electronically whether they are on their mobile device or their laptop; signing electronically is easy for them.
Debra Johnston
5.0
Go so far but not sure if I am willing.
Go so far but not sure if I am willing… Go so far but not sure if I am willing to pay for it because I am only using during tax season for a few clients.
jadie110
4.0
Very happy so far very happy so far, awesome program for what I'm doing, fairly...
Very happy so far very happy so far, awesome program for what I'm doing, fairly easy to navigate thus far, the real test will come in a few months when I'm using it a bit more to its potential.
wade winters

Questions & answers

The W-9 asks for five pieces of information: your name, business name (if applicable), address, taxpayer identification number, and the type of business entity you operate. It's pretty painless as far as tax paperwork goes.
How to fill out a W-9 Enter your name. Write or type your full legal name as shown on your tax return. Enter your business name. Choose your federal tax classification. Choose your exemptions. Enter your street address. Enter the rest of your address. Enter your requester's information.
If you complete Form W-9 as an individual, you don't need to worry about filling out this section. Certain businesses and organizations are exempt from backup withholding in certain instances and will need to fill out this line.