3-W9 2024.pdf

This document is Form W-9 (Rev. March 2024), a federal tax form issued by the Department of the Treasury Internal Revenue Service for requesting taxpayer identification numbers and certifications. The form is used by individuals and entities to provide their correct taxpayer identification number (TIN) to persons who are required to file information returns with the IRS, such as those reporting payments of interest, dividends, and certain other income. The form requires the requester's name, business name (if different), federal tax classification, address, and either a Social Security Number or Employer Identification Number, with specific instructions for different entity types including sole proprietors, partnerships, corporations, and LLCs.

The form includes detailed instructions for backup withholding requirements, FATCA (Foreign Account Tax Compliance Act) reporting obligations, and certification requirements under penalties of perjury. It provides extensive guidance on determining the appropriate tax classification, updating information when circumstances change, and specific rules for different types of entities including disregarded entities, partnerships, and foreign persons. The document also includes privacy act notices regarding the collection and use of taxpayer information, identity theft protection measures, and instructions for completing the form based on the type of account or entity relationship involved.