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In this video tutorial, Katie Sanouris from CNRS Wealth Management explains how to fill out Form W-9. She advises using a provided paper form if received, or accessing the IRS website to find and fill out the W-9 form, which is a one-page document with instructions included. The form is available as a fillable PDF that can be saved to your computer. She emphasizes that sole proprietors, small business owners, independent contractors, and freelancers frequently receive this form from companies they work with. The information collected in the W-9 will later be used to complete Form 1099, which will be sent to the address provided on the W-9.