Form 2017-2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the withholding agent's name in the designated field. This is crucial for record-keeping.
3. Next, fill in your personal information as the payee. Choose between SSN, ITIN, FEIN, CA Corp no., or CA SOS file no. based on your status.
4. Provide your address, including city, state, and ZIP code. If you have a foreign address, refer to the specific instructions provided.
5. Select one exemption reason by checking the appropriate box that applies to your situation. Ensure you read each option carefully to certify your eligibility.
6. Complete the certificate of payee section by typing or printing your name and title. Don’t forget to sign and date the form before submission.

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