Compliance & Tax Documents

W-9 Form

Also known as: Request for Taxpayer Identification Number, TIN Request

The W-9 form (Request for Taxpayer Identification Number) is used by businesses to collect vendor tax information for 1099 reporting.

Issued By

IRS (completed by vendor)

Received By

Buyer/Paying Entity

Retention

4 years after the related 1099 is filed

When It's Required

Required by IRS for businesses making payments of $600 or more to vendors. Used to report payments on Form 1099-MISC or 1099-NEC.

Field	Description	Required
Legal Name	Name as shown on tax return	Yes
Business Name	DBA or trade name if different	No
Federal Tax Classification	Individual, LLC, Corporation, etc.	Yes
Exemptions	Backup withholding and FATCA exemptions	No
Address	Street address, city, state, ZIP	Yes
TIN	SSN or EIN (Employer Identification Number)Example: XX-XXXXXXX	Yes
Signature	Certification of accuracy under penalty of perjury	Yes
Date	Date signed	Yes

Official IRS W-9 form and instructions

Detailed IRS instructions for completing Form W-9