W-9 Form for US Citizens
W-9 Form for US Citizens
Filling out a W9 form is straightforward.
Line 1 – Name
Enter your full name as it appears on your tax return.
Line 2 – Business Name
Enter your business name if you have one. If not, leave it blank.
Line 3 – Federal Tax Classification
Check the box that describes your tax status:
Individual/sole proprietor/single-member LLC
C corporation
S corporation
Partnership
Trust/estate
LLC: If your LLC is taxed as a partnership, write “P.” If it’s taxed as a corporation, write “C” or “S.”
Line 4 – Exemptions
Most individuals leave this blank. If your entity is exempt from backup withholding or FACTA reporting, enter the appropriate code.
Lines 5 & 6 – Address
Enter your address where your employer will mail tax information, including city, state, and ZIP code.
Line 7 – Account Number(s)
Optional. You can provide account numbers if needed, but most can leave it blank.
Part I – Taxpayer Identification Number (TIN)
Enter your Social Security Number (SSN) if you’re an individual or single-member LLC.
Use your Employer Identification Number (EIN) if you’re a multi-member LLC or corporation.
Sole proprietors can use either SSN or EIN, but SSN is preferred.
Resident aliens without an SSN should use their IRS Individual Taxpayer Identification Number (ITIN).
Part II – Certification
Sign and date the form to certify the information is accurate.
W8BEN Form for Non-US Individuals
W8BEN Form for Non-US Individuals
Part I – Identification of Beneficial Owner
Line 1 – Name of Beneficial Owner
Enter your full name as it appears on your official identification documents.
Line 2 – Country of Citizenship
Provide the country where you are a citizen.
Line 3 – Permanent Residence Address
Enter your permanent residential address. This should be your actual residence, not a P.O. box.
Line 4 – Mailing Address (if different from above)
If your mailing address is different from your permanent address, enter it here.
Line 5 – U.S. Taxpayer Identification Number (TIN) (optional)
If you have a U.S. TIN (such as an SSN or ITIN), you can enter it here. If not, leave this line blank.
Line 6 – Foreign Tax Identification Number (FTIN)
Enter the tax identification number issued by your country of residence if applicable.
Line 7 – Reference Number(s)
This line is optional. Enter any reference number that your withholding agent requires you to provide.
Line 8 – Date of Birth
Enter your date of birth in MM-DD-YYYY format.
Part II – Claim of Tax Treaty Benefits (if applicable)
Line 9 – Country of Residence for Tax Purposes
Enter the name of the country where you are considered a tax resident under the laws of that country.
Line 10 – Special Rates and Conditions (if applicable)
If you are claiming special treaty benefits (such as a reduced rate of withholding tax), enter the article and paragraph number of the tax treaty that applies, the rate of withholding tax, and provide a brief explanation of why you qualify for these benefits.
Part III – Certification
Sign and date the form to certify that you are the beneficial owner of the income, the information provided is accurate, and you are eligible for any benefits claimed under an income tax treaty with the United States.