Get the irs guidelines on substitute w 9 form - DocHub 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your legal name as registered with the IRS or SSA in the 'LEGAL NAME' field. If you are a Sole Proprietor, include your last name first followed by your first name and middle initial.
3. In the 'TRADE NAME' section, provide your business name if applicable. If you are doing business under a different name, ensure it is clearly stated.
4. Select your vendor entity type from the options provided. This includes choices like Individual/Sole Proprietor, Corporation, Non-Profit, etc.
5. Fill out your primary address for receiving any tax documents such as 1099 forms. Ensure all fields marked in gray are completed accurately.
6. If applicable, indicate any minority certifications by selecting the appropriate boxes and attaching copies of certification documents.
7. Complete the order address and remit address sections if they differ from your primary address. Include contact details for each address.
8. Provide your Taxpayer Identification Number (TIN) and any relevant industry codes in the designated fields.
9. Indicate what services or goods you will be providing by checking the appropriate box.
10. Finally, review all information for accuracy before signing and dating the form at the bottom to certify its correctness.

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