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In this video, Katie Sanouris from CNRS Wealth Management explains how to fill out Form W-9. She advises using the physical form if received, or to find it online by searching for "W-9" on the IRS website (irs.gov). The W-9 form, which is one page and includes instructions, is a fillable PDF that can be saved to your computer. Katie notes that sole proprietors, small business owners, independent contractors, and freelancers commonly receive this form from companies they work for. The W-9 collects personal information and, if applicable, an EIN number, which will later be used to fill out Form 1099 that is sent to the address provided.