AFS Kittitsa County and Elmview 26.27

Home Browse Search

Form W-9 (Rev. 3-2024) Part II. Certification To establish to the withholding agent that you are a U.S. person. or resident alien. sign Fem1 W-9. You may be requested to sign by the withholding agent even I item 1, 4, or 5 below indicates othernviBe, For a joint account, only the person whose TIN is shown in Part I should sign (when required}. In the case of a disregarded entity, She Person identified on line 1 must sign. Exempt payees. see Exempt payee code, earlier. Signature requirements. Complete the certification as indicated in items 1 through 5 below. 1. Interest, dividend, and barter exchange accounts opened before 1984 and broker accounts considered active during 11M. You must give your correct TIN. but you do not have to sign the certification. 2. Interest, dividend, broker, and barter exchange accounts opened after IN83arid broker accounts considered inactive during 190. You must sign the carlitication cr backup withholding will apply. If you are subject to backup withholding and you are merely providing your correct TIN to the requester, you must cross out item 2 in the cartification before signing the form. 3. Real estate transactions. You must sign the certification. You may cross out item 2 of the certification. 4. Other payments. You must give your correct TIN. but you do not have to sign the certification unless you have been notified that you have previously given an incorrect TIN. ''ether payments" include payments made in the course of the requester's trade or business for rents, royalties, goods (other than bills for merchandise), medical and health care services (including payments to corporations). payments to a nonemployee for services. payments made in settfament of payment card and third -party network transactions, payments to certain fishing boat crew members and fishermen. and gross proceeds paid to attorneys (including payments to corporations). 5. Mortgage interest paid by you, acquisition or abandonment of secured property, cancellation of debt, quatifted tuition program payments [under section 529b A13LE accounts {under section 529M, IRA, Coverdell ESA, Archer MSA or HSA contribtrtions or distributions. and pension distriibudons. You must give your cr `-ct TIN, but you do riot have to sign the certification. What Name and Number To Give the Requester For this type of account: Give name and SSN of: t Indr6du01 The individual 2. Two or more individuals (joint account) The actual owner of the account or. other than an account maintained by if combined funds, the first individsal an FFI on the account' 3. Two or more U.S. pereons Each holder of the account joint account maintained by an FFI) 4. Custodial account of a minor The minor2 lUnifrvtn Gift to Minors Act) 5. a. The usual revocable s-avings trust The grantor -trustee (grantor is also trustee) b. So-called trust account that is not The actual owner' a legal or valid trust under state law 6. Sole proprietorship or disregarded The owner3 entity owned by an individual 7. Grantor trust firing under optional The grantor' Fling Method 1 (sle Rggtu afions section 1.67t-4Ib}(24011" Kittitas County Agreement for Services (rev. 5/14/25) Page 20 of 21 Page rJ For this type of account: Give name and EIN of: e_ Dk4egarded entity not owned by an The owner individual 9_ A rand trust, estate, or pension trust Legal entity' io_ Corporation or LLC electing corporate The corporation status on Form M32 or Form 2553 11 _ Association. club, religious. charitable. The organization educational, or other tax-exempt organi=tion 12. Pwrhtership or mufti -member LLC The partnership 13. A broker or registered nominee The broker or norninee 14_ AccowA %rith the Department of The public entity Agrin*ureii the Franc of a pubtic nifty (such as a stet* or local gmarnment_ schooi distract. or prisonl that receives agricultural pic-gram payments 15. rr-antortrust filing Fors 1041 or The trust under the optional Filing Method 2. requiring Form 1 CF39 {see Regulations section 1.671-4{b)(2)(1(B))" ' List first and circle the name of the person whose number you fumish. If only one person an a joint account has an SSN, that parsons number must be furnished, `Circle the minor's name and fumish the minor's SSN. 'You must show your individual name on line t, and enter SA business or DBA name, if any. on fine 2. You may use either your SSid or EIN (ff you have one). but the IRS encourages you to use your SSN. r List first and circle the name of the trust. estate. or pension trust. (00 not fumish the TTN of the personal representative or trustee furless the Legal entity itself is not designated in the accaurrt tille_j 'Note: The grantor must also provide a Form W-9 to the trustee of the trust '-For more information on optional filing methods for grantor trusts, see the Instructions for Form 1641 _ Note: If no name's circled when more than one noire is fisted the number evi1I be considered to ba that of the first nama listr2d. Secure Your Tax Records From Identity Theft Identity theft occurs when someone uses your personal utformation. such as -your name. SSN. or other idvttifying information, vhthout your permission to commit fraud or other cruses. An identity thief nW use your SSN to get a jab or may file a tax retum using your SSN to 9ec4ise a refund. To reduce your risk • Protect your SSN, • Ensure your employer is protecting your SSN, and • Be carefulwhen choosing a tax retunr prepares. If your tax records are affedtsd by ickri t theft and you receive a notice from the IRS. r*sponct right away to the name and phone number printed on the IRS notice or letter. If your tax records are not curreAtiy affected by identity theft but jou think you are at risk due to a loss or std-si purse of wallet• quasY3onable oredit card activity, or a questionable credit report. contact the IFS Identity Theft FtolSine at WO-9067-U90 or submit Form I4W9. For more information, see Pub. 5027, Identity Theft Information for Taxpayers-