Form W-9 (Rev. March 2024) — Free Fillable PDF Generator

Name and tax classification

Line 1 — Name *

Your name exactly as it appears on your income tax return. For a sole proprietor or single-member LLC, this is YOUR name, not the business's — the business name goes on line 2.

Line 2 — Business name / disregarded entity name

Only if you have a business or DBA name different from line 1 — a single-member LLC's name goes here.

Line 3a — Federal tax classification *

Individual / sole proprietorC corporationS corporationPartnershipTrust / estateLLCOther

How your business is classified for FEDERAL TAX purposes — not its legal form. A single-member LLC that hasn't elected corporate treatment checks "Individual/sole proprietor", not "LLC". The LLC box is for multi-member LLCs and LLCs that elected C or S corporation treatment.

Exemptions (usually blank)

Line 4 — Exempt payee code

Only certain entities (banks, corporations for some payment types, tax-exempt organizations…) have one — codes are in the IRS instructions. Individuals leave it blank.

Line 4 — Exemption from FATCA reporting code

Applies mainly to accounts held outside the U.S. Most people leave it blank.

Address

Line 5 — Address (number, street, apt/suite) *

Where the requester will mail your information returns (like the 1099).

Line 6 — City, state, and ZIP code *

Line 7 — Account number(s)

Only if the requester asked you to list one.

Requester's name and address

The company that asked for this W-9 — optional, for your records.

Part I — Taxpayer Identification Number

Which number are you providing? *

Social Security Number (SSN)Employer Identification Number (EIN)

Individuals and sole proprietors generally use their SSN (a sole proprietor MAY use an EIN). Corporations, partnerships, and multi-member LLCs use the entity's EIN. The number must match the name on line 1.

Form W-9, line by line

Line 1 — Name: Your name exactly as it appears on your income tax return. For a sole proprietor or single-member LLC, this is YOUR name, not the business's — the business name goes on line 2.
Line 2 — Business name / disregarded entity name: Only if you have a business or DBA name different from line 1 — a single-member LLC's name goes here.
Line 3a — Federal tax classification: How your business is classified for FEDERAL TAX purposes — not its legal form. A single-member LLC that hasn't elected corporate treatment checks "Individual/sole proprietor", not "LLC". The LLC box is for multi-member LLCs and LLCs that elected C or S corporation treatment.
LLC tax classification (C, S, or P): The single letter entered next to the LLC box: how the LLC is taxed.
Other classification: Describe the classification (see the IRS instructions for what qualifies).
Line 3b — Check if you're a partnership, trust, or estate with foreign partners, owners, or beneficiaries (and you're providing this W-9 to a partnership, trust, or estate you have an ownership interest in): New with the 2024 revision. Most individuals and corporations leave this unchecked.
Line 4 — Exempt payee code: Only certain entities (banks, corporations for some payment types, tax-exempt organizations…) have one — codes are in the IRS instructions. Individuals leave it blank.
Line 4 — Exemption from FATCA reporting code: Applies mainly to accounts held outside the U.S. Most people leave it blank.
Line 5 — Address (number, street, apt/suite): Where the requester will mail your information returns (like the 1099).
Line 7 — Account number(s): Only if the requester asked you to list one.
Requester's name and address: The company that asked for this W-9 — optional, for your records.
Which number are you providing?: Individuals and sole proprietors generally use their SSN (a sole proprietor MAY use an EIN). Corporations, partnerships, and multi-member LLCs use the entity's EIN. The number must match the name on line 1.

Name and tax classification

Line 1 — Name *

Your name exactly as it appears on your income tax return. For a sole proprietor or single-member LLC, this is YOUR name, not the business's — the business name goes on line 2.

Line 2 — Business name / disregarded entity name

Only if you have a business or DBA name different from line 1 — a single-member LLC's name goes here.

Line 3a — Federal tax classification *

Individual / sole proprietorC corporationS corporationPartnershipTrust / estateLLCOther

Exemptions (usually blank)

Line 4 — Exempt payee code

Only certain entities (banks, corporations for some payment types, tax-exempt organizations…) have one — codes are in the IRS instructions. Individuals leave it blank.

Line 4 — Exemption from FATCA reporting code

Applies mainly to accounts held outside the U.S. Most people leave it blank.

Address

Line 5 — Address (number, street, apt/suite) *

Where the requester will mail your information returns (like the 1099).

Line 6 — City, state, and ZIP code *

Line 7 — Account number(s)

Only if the requester asked you to list one.

Requester's name and address

The company that asked for this W-9 — optional, for your records.

Part I — Taxpayer Identification Number

Which number are you providing? *

Social Security Number (SSN)Employer Identification Number (EIN)

Form W-9, line by line

Line 1 — Name: Your name exactly as it appears on your income tax return. For a sole proprietor or single-member LLC, this is YOUR name, not the business's — the business name goes on line 2.
Line 2 — Business name / disregarded entity name: Only if you have a business or DBA name different from line 1 — a single-member LLC's name goes here.
Line 3a — Federal tax classification: How your business is classified for FEDERAL TAX purposes — not its legal form. A single-member LLC that hasn't elected corporate treatment checks "Individual/sole proprietor", not "LLC". The LLC box is for multi-member LLCs and LLCs that elected C or S corporation treatment.
LLC tax classification (C, S, or P): The single letter entered next to the LLC box: how the LLC is taxed.
Other classification: Describe the classification (see the IRS instructions for what qualifies).
Line 3b — Check if you're a partnership, trust, or estate with foreign partners, owners, or beneficiaries (and you're providing this W-9 to a partnership, trust, or estate you have an ownership interest in): New with the 2024 revision. Most individuals and corporations leave this unchecked.
Line 4 — Exempt payee code: Only certain entities (banks, corporations for some payment types, tax-exempt organizations…) have one — codes are in the IRS instructions. Individuals leave it blank.
Line 4 — Exemption from FATCA reporting code: Applies mainly to accounts held outside the U.S. Most people leave it blank.
Line 5 — Address (number, street, apt/suite): Where the requester will mail your information returns (like the 1099).
Line 7 — Account number(s): Only if the requester asked you to list one.
Requester's name and address: The company that asked for this W-9 — optional, for your records.
Which number are you providing?: Individuals and sole proprietors generally use their SSN (a sole proprietor MAY use an EIN). Corporations, partnerships, and multi-member LLCs use the entity's EIN. The number must match the name on line 1.

Form W-9 — Request for Taxpayer Identification Number and Certification

Name and tax classification

Exemptions (usually blank)

Address

Part I — Taxpayer Identification Number

Form W-9, line by line

Form W-9 — Request for Taxpayer Identification Number and Certification

Name and tax classification

Exemptions (usually blank)

Address

Part I — Taxpayer Identification Number

Form W-9, line by line