RFQ Solicitation No.480664 - Enclosure E - Form W-9.pdf

This is Form W-9, Request for Taxpayer Identification Number and Certification, issued by the Internal Revenue Service (Rev. March 2024). The form is used to request a correct taxpayer identification number (TIN) from individuals or entities receiving reportable payments. Requesters use this form to obtain either a Social Security Number (SSN) for individuals or an Employer Identification Number (EIN) for business entities, partnerships, trusts, and other organizations. The form requires the entity or individual to provide their name, business address, TIN, and federal tax classification. It includes specific instructions for different account types, including interest and dividend accounts opened before and after 1983, broker transactions, barter exchanges, mortgage interest payments, and other payment categories. The form also addresses backup withholding requirements, Foreign Account Tax Compliance Act (FATCA) reporting obligations, and exemptions from these requirements.

Part II of the form requires certification under penalties of perjury that the TIN provided is correct, that the individual is not subject to backup withholding, and that the FATCA code (if applicable) is accurate. The form provides detailed instructions on withholding exemptions, nonresident alien status, and Foreign Account Tax Compliance Act reporting codes. Instructions clarify which payees are exempt from backup withholding, including certain exempt organizations, U.S. government agencies, and specific financial institutions. The document includes guidance on identity theft protection, privacy notices required under Section 6109 of the Internal Revenue Code, and instructions for obtaining a TIN if one is not currently held. This is a template form with instructional guidance rather than a specific solicitation for products or services.