W-96 (4).pdf

This document is a standard Internal Revenue Service (IRS) Form W-9 Request for Taxpayer Identification Number and Certification. The form is designed for individuals or entities to provide their taxpayer identification information to requesters who may need to report payments made to the IRS. The form contains two primary sections: Part I for entering the Taxpayer Identification Number (TIN), which can be either a Social Security Number or an Employer Identification Number, and Part II for certification, where the individual attests to the accuracy of the provided information and their U.S. person status.

The form includes several key certification statements, such as confirming the correctness of the taxpayer identification number, acknowledging backup withholding status, verifying U.S. citizenship or residency, and attesting to FATCA reporting exemption status. The document provides instructions for completing the form, lists various types of forms and transactions for which W-9 information might be required (such as 1099 forms for interest, dividends, and real estate transactions), and includes guidance on when and how to submit the form. The form is dated December 2014 and is meant to be provided to the requester, not sent to the IRS.