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Instructions For Form W9 Requestor

By Roger Chartier

Request for Taxpayer Identification Number and Certification

You will use the W9 Form when you want to get a taxpayer's identification number or Social Security number for the same purpose. This is to be gotten from a US citizen or resident alien who is also called a U.S. person. Download the 4 page W9 document.

Download the Instructions for the requester of W9

If someone is a withholding agent they might need signed W9 forms from U.S. exempt recipients to overcome any presumptions of foreign status.
The broad definition of U.S. person includes:

  1. An individual U.S. Citizen or a legal resident alien

  2. Any estate other than a foreign estate

  3. A domestic trust as defined in Regulations Sec. 301.7701-7.

  4. A Partnership, corporation, company, or association created or organized in the United States or under the laws of the united States.

Individual Taxpayer Identification Number (TIN Number)

The Form W9 is used by people who are required to file information returns with the IRS, so that they can get the payee's or whomever's correct name and Tax ID Number.

For people who don't have a Tax ID number, there is the Social Security Number section for the same purpose. If you don't already have one, you can apply for a social security number.

The W9 instructions are 4 pages, and they are quite specific.

It is suggested that you download and print the pages to study for specifics if you have any questions or doubts about what you are doing  in this regard.

   
   
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