Instructions for the Requester of Form W-9 (Rev March 2024)-2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the payee's name and taxpayer identification number (TIN) in Part I. Ensure accuracy to avoid issues with IRS matching.
3. In Part II, review the certification section. Confirm that the payee is not subject to backup withholding and that their TIN is correct.
4. If applicable, check the box for exempt payee status and enter any relevant exemption codes as instructed.
5. For partnerships or LLCs, ensure you complete line 3a correctly based on the entity's tax classification.
6. Once all fields are filled, utilize our platform’s signing feature to electronically sign the form, ensuring compliance with IRS requirements.

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