Severity: Notice
Message: Undefined variable: pagecount
Filename: controllers/document.php
Line Number: 4897
Unlock these Enterprise features for free for 7 days:
Title: Nica Sample Form
Document ID: 0
Document Completed:
No Document History |
Title: Nica Sample Form
Document ID: 0
Document Completed:
No Document History |
The name of the person or company you'll enter will be used in the E-signature Agreement.
All signature fields must have an assigned signatory before the document can be sent for signing.
Please add signature fields and assign signatories before sending out the document.
The document will not be sent for signing.
Any changes to this document will require you to resend the document for signing.
All signatures on this document will be deleted and all signatories will be notified.
Document will only be sent to signatories who have not yet signed.
Copy the link
Your Session is already expired. Please login.
The W-9 Form, or Request for Taxpayer Identification Number and Certification document, is an Internal Revenue Service (IRS) form for self-employed workers, such as freelancers, independent contractors, and consultants. Businesses use it to gain personal and financial information on self-employed workers they will hire.
The W-9 Form asks for identifying information, such as name, mailing address, and taxpayer ID and serves as an agreement that independent contractors to exercise responsibility in withholding taxes from their income. While employers are responsible for withholding a portion of their full-time employees’ income taxes, they are not obligated to do the same for independent contractors.
Businesses utilize the form if they will compensate an independent contractor more than $600.00 a year; nevertheless, the form may still be issued when the amount falls below the said compensation threshold.
Companies use the information gathered to prepare Form 1099-MISC to report to the IRS the amount of compensation paid to the hired workers. Form 1099-MISC is a legal form a business in the United States uses to report amounts paid to a non-corporate U.S.-resident independent contractor for services.
If you are a self-employed worker, don’t send your W-9 Form directly to the IRS; you should submit it to your supervisor or the human resources department of the company you are working for as an independent contractor or freelancer. If you did multiple jobs for multiple companies, fill out a W-9 Form for each company. Often, a company will send you a blank W-9 Form to complete before formally doing business. You may download the form from the official website of the IRS.
Aside from being an independent service provider, there are other situations that require a person to fill out the W-9 Form, including:
Financial institutions, perhaps including your bank, use the W9 Form to gather financial information from customers to report interest and dividends. They may ask for a filled-out W-9 Form when a customer opens an account. W-9 Moreover, foreign financial institutions require customers to complete the W-9 Form to abide by the Foreign Account Tax Compliance Act (FATCA) of 2010 reporting requirements. The FATCA is a tax law in the U.S. that obliges U.S. citizens to report to the IRS any financial account they own outside the U.S.
Professionals who file and manage tax-related information and transactions independently need to use the W-9 Form.
The W-9 Form is not intimidating to complete compared to other U.S. legal forms, as it is straightforward and short. Excluding the instructions section, it is not even a page-long form.
In most cases, the business or financial institution is responsible for providing you a blank W-9 Form, though you may download a free copy of the document from the official IRS website. You will need to finish the form by providing all the required information before you undertake any professional and business services.
As simple as it is, you must accurately answer the W-9 Form to avoid any inconvenience.
Use your full legal name. This should match the name on your individual tax return.
Use this line when you have a business name, trade name, doing-business-as name, or a disregarded entity name. Otherwise, you can leave this portion empty.
Indicate your tax status according to the IRS classification by checking the appropriate box.
Use this section only if you are exempt from backup withholding and/or FATCA reporting. If this is applicable to you, provide a number or a letter code that explains your exemption.
Your employer will use the information you will provide in these lines to mail your information returns. Provide your number, street, and apartment or suite number in line five and your city, state, and ZIP code in line six.
This line is where you can provide any account numbers your employer may find useful. You may leave this optional line if you prefer to.
If you fill out the form as an individual or single-member LLC, provide your Social Security Number (SSN). For a corporation or partnership, the Employer Identification Number (EIN) is required. In case you are a sole proprietor, you may provide both your SSN and EIN.
Use this section to sign and date the form, confirming that all the data you have provided are true and accurate. Before signing, review your information and ensure that you have followed the instructions correctly.
The W-9 Form is a basic and simple tax form that you can fill out in minutes. While it is an easy-to-complete, standard legal document, you must exercise diligence and distinguish red flags to avoid legal predicaments.
Tax form fraud is prevalent; thus, when filing your W-9 Form, your primary responsibility is to secure the form to protect your identity, avoiding identity theft and fraud. A completed W-9 Form contains sensitive information, including name, address, and SSN. To ensure that fraudsters will not get ahold of your personal information, you must not carelessly leave your completed form in a public place or send it using unsecured methods. Utilize a reliable means of sending legal documents, such as via hand delivery, mail, or an encrypted email.
Before filling out the W-9 Form, you must know who is requesting, the reason behind the request, and how your information will be used. Beware of potential phishing scams for any request made via email. Scammers are experts in disguising as professionals requesting individuals to fill out the W-9 Form for business purposes. Be cautious and verify the request before completing and sending back the form to avoid becoming a victim of identity theft or tax fraud.
If you are doubtful whether the request is legitimate or not, it is advisable to speak to a tax consultant for advice. As a rule of thumb, never reply to an email requesting you to fill out the W-9 Form. Also, take note that the IRS does not initiate contact with taxpayers via email. Thus, if you receive an email from the government agency requesting your information using the W-9 Form, it is probably a phishing scam. A legitimate business will either require you to fill out a paper copy or help you access the electronic filing system they are utilizing.
An individual or company can only request you to fill out the W-9 Form if they need to file an information return on you. If there is no legal reason behind the request, you may decline. While you can refuse to complete the form if you are suspicious as to why a business has made the request, a legitimate employer is obliged to withhold taxes from your payment at a rate of 24%.
Avoid penalties by answering the W-9 Form as truthfully and accurately as possible. Mistakes on tax forms can be costly; therefore, review your information before submitting the W-9 Form. Do not attempt to falsify any information, as this would result in prosecution, penalties, and imprisonment.
Check your provided information for typographical errors particularly in your legal name or the name of your business and SSN. Make sure that your provided address is correct, otherwise, you will not receive your information returns later.
ou must provide your client with a new W-9 Form if you relocated to a new address, changed your legal or business name, got married, or made or underwent any significant personal or business-related changes.
PDFRun is an online PDF editor platform that enables its users to find, edit, electronically sign, download, and share forms and documents anytime and anywhere, using any device.
With a cloud-based archive of thousands of forms and documents, it fast-tracks the document management processes of many professionals and businesses of different sizes, across many industries.
Through its user-friendly and easy-to-navigate interface, users may also upload their own files to fill out, edit, convert, e-sign, and share to multiple recipients to request signatures.
PDFRun streamlines document management processes, improves documentation workflows, and enhances its users’ efficiency, resulting in better productivity and an increase in work output.
1-888-245-8984
Monday - Friday
7:00AM to 4:00PM PST
Use the File button to access functions such as New PDF, New Page, Organize Pages, Save, Save As, Print, Export, Share Link, Email, and Postal Mail.
Use the Text button to add texts, numbers, and symbols to your document. To customize the texts, you will be able to access additional tools, such as the Bold, Italics, Underline, and Strikethrough buttons, the text alignment options, such as Left, Center, Right, and Justified buttons, the Bulleted List and Numbered List buttons, the Font Styles and the Font Sizes drop-down lists, and the Font Color and Font Highlight Color selection tools.
Use the Signature button to add a signature to your document and to assign a signatory. You will have the option to Type, Draw, or Upload your signature.
Use the Image button to add an image, logo, or photo to your document. The accepted formats are .jpg, .jpeg, and .png.
Use the Date button to add a date to your document. The default date format is MM/DD/YYYY, but you can modify it by typing the date format you prefer. Initially, it will display the current date, but you will be able to change it. To customize the date, you will be able to access additional tools, such as the Move text button, the Font Styles and the Font Sizes drop-down lists, the Bold, Italics, and Underline buttons, and the text alignment options, such as Left, Center, Right, and Justified buttons.
Use the Check button to add a check symbol to your document. To customize the check symbol, you will be able to access the Size adjustment tool.
Use the Cross button to add a cross symbol to your document. To customize the cross symbol, you will be able to access the Size adjustment tool.
Use the Whiteout button to white out or erase items in your document.
Use the Redact button to censor items in your document.
Use the Marker button to highlight items in your document. To customize the marker, you will be able to access the Color selection and Size adjustment tools.
Use the Insert button to add Icons, Header, Footer, Watermark, Comment, and Sticky Note to your document. The Icons button allows you select shapes such as Arrow Left, Arrow Right, Arrow Up, Arrow Down, Thumbs Up Thumbs Down, Question Mark, Exclamation Point, Circle, and Square; the Header button allows you to add a header; the Footer button allows you to add a footer; the Watermark button allows you to add a watermark by typing or uploading an image; the Comment button allows you to leave a comment in any part of the document; the Sticky Note allows you to post a note to any part of the document.
Use the Zoom button to zoom in and zoom out your document.
Use the Undo button to negate the last command done to your document.
Use the Redo button to reverse your last Undo.
Use the Help button to read instructions about how to use PDFRun’s online editor.
Use the Send for Signing button when you are done editing your document and you want to send it to another person for signing. You will need to provide the information of the recipient of your document to proceed.
Use the Email button when you are done editing your document and you want to send it to another person via email. You will need to provide the information of the recipient of your document to proceed.
Use the Download button when you are done editing your document and you want to save a copy of it to your device.
Use the Done button to finish editing your document.