Laserfiche WebLink
Fom W-9 {Rev.3-2024)Pase 5 <br />Part ll. Gertification <br />To establish to the withholding agent that you are a U.S. person! or <br />resident alien, sign Form W-9. You may be requesled to sign by the <br />withholding agent even if item 1. 4. or 5 below indicates othenryise. <br />For a joint account, only the person whose TIN is shown in Parl I <br />should sign (when required). ln the case of a disregarded entily, lhe <br />person identified on line 1 must sign. Exempt payees, see Exempt payee <br />code, earlier. <br />Signature requiremenls. Complete the c€rtilication as indicat€d in <br />itemsl throughSbelow. <br />L lnteresl, dividend, and barter exchange accounls opened <br />before 1984 and broker accounts considered active during 1983. <br />You must give your correct TlN, but you do not have to sign the <br />certification. <br />2. lnterest, dividend, broker, and barter exchange accounts <br />opened after 1983 and broker accounts considered inactive during <br />1983. You must sign lhe cerlificalion or backup withholding will apply. lf <br />you are subiect to backup withholding and you are merely providing <br />your conect TIN to ih€ requester, you must croas oul item 2 in the <br />certification before signing the form. <br />3, Real estate transactions. You must sign the cetiificalion. You may <br />cross out item 2 of the certification. <br />4. Other payments. You must give your conect TlN, but you do not <br />have to sign lhe certification unless you have been nolified lhat you <br />have previously given an inconect TlN. "Other paymenls" include <br />payments made in the course of lhe requester's trade or business for <br />rents, royalties, goods (other than bills for merchandise), medical and <br />health care services fncluding payments to corporations), payments to <br />a nonemployee for services, payments made in setdement of payment <br />card and thiid-party network transactions, payments to certain fishing <br />boat crew members and fishermen, and gross proceeds paid to <br />attomeys {ncluding payments to corporations). <br />5. Mortgage interesl paid by you, acquisition or abandonment of <br />secured property, cancellation of debt, qualified tuition program <br />payment! {undei section 5291, ABtE accounts (under section 529A), <br />lRA, Coverdell ESA, Archer MSA or HSA contributions or <br />distributions, and pension distributions. You must give your corect <br />TlN, but you do not have to sign the certification. <br />What Name and Number To Give the Requester <br />For this of account:Give name and SSN ol: <br />1. lndividual <br />2. Two or more individuals [oint account] <br />oth€r than an account mahlained by <br />an FFI <br />3. Two or more U.S. persons <br />fioint aeount maintained by an FFlf <br />4. Custodial account ol a minor <br />(Uniform Gift lo Minors Act) <br />5. a. The usual revocable savings trust <br />(granlor is also trustee) <br />b. So-called lnrsl account that is not <br />a legal or valid trust under state lav/ <br />6. Sole proprietorship or disregaded <br />eniity ovrned by an individual <br />The <br />7. Grantor trust filing under Oplional <br />Filing Method 1 (see Regulations <br />seclton 1.671 -4(bX2XiXA))" <br />Kittitas County Agreement for Services (rev.5/!4/25) <br />Page 17 of 19 <br />For this of account: <br />8. Disregarded entity not ovmed by an <br />individual <br />9. A valid kust, estale, or pension trust <br />10. Corporalion or LLC electing corporate <br />status on Form 8832 or Form 2553 <br />1 1, A$eociatioo, club. relilioos, charhable, <br />educational, or other tax-exempl <br />organ ization <br />12. Partnership or multi-member LLC <br />13. A broker or rggistered nominee <br />14. Account witr lhe Oepartment of <br />Agriculture in the name of a public <br />enti$ (such as a slate or local <br />govemmenl, school dblrict, ot p,sonl <br />lhat receives agricultural p.ogram <br />paymenls <br />15. Granlor trusl filing Form 1o4l or <br />under lhe Optional Filing Method 2, <br />requiring Form 1099 (see Regulations <br />section i.671 -4(bX2Xi)(Bl)" <br />Give name and EIN of: <br />The ovvner <br />Legal entitt' <br />Tho caporation <br />The organizalion <br />The parbership <br />The brokec or nominee <br />The publie enrity <br />The actual omer of the account or, <br />if combined funds. the firsl individual <br />on lhe accountl <br />Eactr holder of the account <br />The minor2 <br />The grantor-lrustee? <br />The actual omerr <br />The ovmerg <br />The grantor' <br />Th€ trusl <br />t List lirst and circle the name of the person whose number you fumish. <br />lf only one person on a joint account has an SSN, that person's number <br />must be fumished. <br />2Oircle the mino/s name and fumish lhe minor's SSN. <br />rYou must show vour individual name on line 1, and enter vour business <br />or DBA name, if ahy, on line 2. You may use either your SSN or EIN (f <br />you have one), but the IRS encourages you to use your SSN. <br />{List first and circle the name of the lrust, estate, or pension trust. (Do <br />not fumish the TIN of the personal representative or truste€ unless the <br />legal entity itself is not designated in the account tille.) <br />'Note: The grantor must also provide a Form W-9 to the trustee of the <br />trust. <br />" For more information on optional filing methods for granlor tusts. see <br />the lnstructions for Form 1041 . <br />Note: lf no name is circled when more than one name is listed, the <br />number will be considered to be lhal of lhe first name listed. <br />Secure Your Tax Records From ldentity Theft <br />tdentitv theft occurs when someone uses your petsonal information, <br />such a's your name, SSN. or other idendfing information, without your <br />permission to commit fraud or other crimes- An identity thief may use <br />your SSN to get a job or may lile a tax tehrm using your SSN to receive <br />a refund. <br />To reduce your risk: <br />. Proieci your SSN, <br />. Ensura your employer is protecting yogr SSN, and <br />' Be careful when choosing a tax refum prepater. <br />lf your tax records are affected by identity lheft and you receive a <br />noiice from the lRS, respond dght away to the name and phone number <br />printed on the IRS notice or letter. <br />lf your tax records are not cunenlly affected by identity theft but you <br />think you are at risk due to a lost or stoten purse or wallet, questionable <br />credit card aclivity, or a questionable credit report. contact lhe IRS <br />ldentity Thefl Hotline at 800-90&4490 or submit Form 14tx|9. <br />For more information, see Pub. 5027, ldenlity Theft lnformalion for <br />Taxpayers.