2-W9 2024.pdf

This is a W-9 form (Request for Taxpayer Identification Number and Certification) related to Jefferson County Clerk's Office in Kentucky's Employee Benefits Broker and Consulting Services solicitation. The form captures essential vendor information including the vendor's legal name, business structure (sole proprietor, partnership, corporation, or other entity type), address, and taxpayer identification number (TIN) or Social Security Number (SSN). The W-9 serves as the standardized IRS documentation required for any firm responding to the County's RFP for professional consulting and brokerage services related to employee health and welfare benefit programs.

This document is a mandatory administrative requirement for proposal submission and establishes the tax reporting relationship between Jefferson County and the responding vendor. Completion and submission of an accurate W-9 form are typically prerequisites for contract award and payment processing. The form ensures compliance with federal tax reporting requirements and enables the County to properly issue 1099 forms if the selected broker performs services as an independent contractor or business entity rather than as a W-2 employee.