Step 1: Enter your name as shown on your tax return
Step 2: Enter your business name or "disregarded entity" name (if you have one). If not, leave it blank.
Step 3: Check the appropriate box that describes you or the legal status of your business.
- If you are filling the form out for yourself and you are not being contracted through a company that you own or work for, check the “Individual” box.
Step 4: This part is required if you have an exemption code. Leave it blank if you are an individual.
Step 5: Provide your preferred mailing address in the US.
Step 6: Move on to section Part I, you must provide your tax identification number, which will either be your individual Social security number (SSN) if you’re the individual/sole proprietorship, or your employer identification number (EIN) if you’re another type of business.
Step 8: In Part II, read over the completed form and check if all of your information is correct, sign your signature and date on the form. The digital signature is not accepted.
** Please make sure that your signature on the W-9 form matches your passport signature. **
- Disclaimer -
You can find more information about the FATCA W-9 form through this link