What is a W-9?
A W-9 form, known officially as the “Request for Taxpayer Identification Number and Certification”, is used to certify that we have the correct Social Security Number (SSN) or Tax ID Number (TIN) information for you and your business, that you are not subject to backup withholding, or to claim exemption from backup withholding, among other things. You can read more about the form by visiting the IRS website.
Who needs to complete a W-9?
The form must be completed by all US persons, which is defined by the IRS as any of the following:
- US citizens or residents
- Partnerships, corporations, companies, or associations created or organized in the US
- An estate
- A domestic trust
When do you need a W-9?
A W-9 is required on two occasions; when applying for a new Azlo account, and when you update certain information on your Azlo account. The form is usually completed electronically as part of the application process. When certain account updates are made, a W-9 needs to be manually completed, but we're working to improve this process in the future. Updates to the following information on your Azlo account requires a new W-9 form:
- Your name
- Social Security Number
- Business legal name
- Business entity type
- Doing business as (DBA) name
- Taxpayer Identification Number (TIN) or Employer Identification Number (EIN)
Keep in mind that a W-9 form reflecting your updated information is needed before the change is made. Click here for the W-9 form provided by the IRS with instructions on how to complete listed on the secondary pages.