W-9 PDF form

Understand your document

What is W-9?

Form W-9 gives a requester your taxpayer name, federal tax classification and taxpayer identification number for information reporting. It is commonly collected before a business pays a vendor. The March 2024 revision is a revision date, not a separate annual income report.

Records to gather

• Taxpayer name associated with the TIN and any different business name
• Federal tax classification and, when applicable, LLC classification
• Current mailing address and the SSN, ITIN or EIN appropriate to line 1
• Applicable exemption information and certification/signature requirements

Fields you will work through

The guided editor groups the supported fields into practical steps. The available fields follow the chosen revision.

Taxpayer details

Full name or entity name · Business name (optional) · Federal tax classification

Mailing address

Street address · City · State

Taxpayer identification number

Identification type · Taxpayer identification number

Exemptions (optional)

Exempt payee code · FATCA exemption code

Signature (optional)

Typed signature (optional) · Signature date (optional)

Check before using your PDF

• Check that the name and TIN belong together; a correctly formatted number does not verify identity.
• Review the disregarded-entity instructions before choosing the name or LLC classification. Leave inapplicable exemption codes blank.

After you prepare the document

Provide the reviewed W-9 to the person who requested it through a secure channel. The requester generally retains it for information reporting; creating a W-9 does not file a 1099.