Records & Authorization

W-9 Request for Taxpayer Identification & Certification

IRS W-9 substitute for collecting taxpayer identification and certification from payees. Used by payers to request a TIN before issuing 1099s or other information returns.

📄 1 signer📅 30-day expiry🏷 Records & Authorization🔖 tax, irs, w9

About this template

The W-9 Request for Taxpayer Identification & Certification is a ready-to-use records & authorization template you can send for signature in minutes. It is written for 1 signer (payee) and, by default, expires 30 days after it is sent if left unsigned. It covers tax, irs, w9. Like every Abundera Sign template it is a convenience draft structured for ESIGN Act and UETA compliance, not a substitute for legal advice. Each signed copy is sealed with PAdES-LTA digital signatures, dual RFC 3161 timestamps, and a tamper-evident evidence package in WORM storage.

Document Preview

# W-9 Request for Taxpayer Identification & Certification This form is provided by the requester to obtain your correct Taxpayer Identification Number (TIN) and certification. The information you provide will be used to file information returns with the IRS, including Forms 1099. --- ## Part I — Taxpayer Information **Full Legal Name** (as shown on your income tax return): ___________ **Business Name / Disregarded Entity Name** (if different from above): ___________ **Federal Tax Classification** (check one): ___________ **Exemptions** (codes apply only to certain entities, not individuals): Exempt payee code (if any): ___________ Exemption from FATCA reporting code (if any): ___________ --- ## Part II — Address **Street Address** (number, street, and apt. or suite no.): ___________ **City, State, and ZIP Code:** ___________ ___________ ___________ **List account number(s) here** (optional):