Form W-9 is generally completed by U.S. persons who need to provide a taxpayer name, TIN, and certification to a client, payer, bank, marketplace, or other requester.
Should I use my legal name or business name?
Enter the name shown on your federal tax return on Line 1. Add a business, trade, or disregarded entity name on Line 2 only when it applies.
Which tax classification should I select?
Choose the federal tax classification that matches your tax status, such as individual or sole proprietor, corporation, partnership, trust, estate, or LLC. Check the official instructions if you are unsure.
Should I enter an SSN or EIN?
Use the TIN that applies to your tax status and entity type. Individuals commonly provide an SSN, while businesses may use an EIN.
Where should I send my completed W-9?
Give the signed form to the person or organization that requested it. A completed W-9 is generally kept by the requester and is not sent directly to the IRS.
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