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In this video tutorial, Katie Sanouris from CNRS Wealth Management explains how to fill out Form W-9. She advises to use the actual paper form if received, or alternatively, download it from the IRS website by searching for "W-9." The W-9 form, a one-page document with additional instructional pages, is a fillable PDF that can be saved to your computer. Katie highlights that sole proprietors, small business owners, independent contractors, and freelancers commonly receive this form from companies for which they work. The information collected on the W-9 is used by the company to complete Form 1099, which is later sent to the individual at the address provided.
