W 9 request for taxpayer identification number and certification form

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W-9 taxpayer identification number and certification form Approved for use with investors. Please contact a John Hancock Investments representative at to gain access to the information. Thank you for requesting the pre-inception information.

What Is a W-9 Form and How Do You Fill It Out? - TheStreet

After you certify that you agree with the statements below, we will provide the relevant documents to you. Problem occurred. You will check the first box if you are filing as an individual, sole proprietor or single-member limited liability company LLC owned by an individual and disregarded for U. Single-member LLCs are taxed the same way.

You do not need to fill in this section as an individual.

Only certain businesses or entities with any reason for exemption need to fill out these spaces. This should apply to most entities.

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This is known as backup withholding. The latter only applies if you hold your accounts outside the United States.

How to Complete an IRS W-9 Form

If you maintain your account in the U. The following line, Line 6, leaves a space for you to enter the city, state and ZIP code of this address.

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This is an optional line where you can fill in any account numbers your employer may need. Most individuals can leave this blank. You have two options in this section. If you are a sole proprietor, you could use either number, but your SSN is preferred. Again, you may want to check with your tax advisor or contact the IRS directly to double check your information.

Providing an incorrect TIN can cause issues with your payments or tax return. It can also lead to future backup withholding. This is where you sign and date the form, indicating that you provided your accurate information. Again, keep your safety in mind when completing and sending a W Before you even fill it out, verify that the request for your form is legitimate. Also make sure to send the completed form properly. Use a secure method of delivery, like hand delivery, mail or encrypted file attachment.

A W-4 form requires some of the same information as a W-9, like your name, address and Social Security number. These forms also request information on tax exemptions. Employers use the completed W-4 to determine how much to withhold from your paycheck for federal income taxes.