W9 Forms 2020 Printable PDF

Anybody can use the W-9 Form to request the taxpayer identification number of a U.S. resident, including resident aliens to request certifications and claims for exemption. Also, withholding agents may require a signed W-9 Form from U.S. exempt recipients to overcome a presumption of foreign status.

While it can be used for purposes similar to this, for federal tax purposes, anybody including but not limited to

  • Partnerships, companies, corporations, or organized associations in the United States.
  • A domestic trust
  • Any estate
  • An individual who is a U.S. resident

Submission of W-9 Form Electronically

If the payor has a system for payees and payees’ agents to submit the Forms W-9 electronically, the requester is anyone who is required to file an information return. The payee’s agents, on the other hand, can be someone who is an investment advisor or an introducing broker. The investment advisors must be registered with the SEC (Securities and Exchange Commission) under the Investment Advisers Act of 1940.

The introducing brokers are the brokers that are regulated by both the SEC and National Association of Securities Dealers that is not a payer.

Submission of W-9 Form via Mail

This is the most common way to submit a W-9 Form to businesses or any other entity for that matter. You simply print a copy of the W-9 Form which you can acquire from this link. Anyone who needs to fill out the form needs to enter their

  • Full name
  • Business name
  • Federal Tax Classification
  • Address
  • Account numbers if there is any
  • Requesters name

To print the W-9 Form, simply click the print symbol at the right top corner of the page. Even if you can’t write anything on the pages other than the first one, you must mail them altogether.

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