Form W-9s - Request For Student'S Or Borrower'S Taxpayer Identification Number And Certification
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1
2W-9S
Request for Student’s or Borrower’s Taxpayer
Form
Give form to the
(Rev. March 2008)
requester. Do not
Identification Number and Certification
send to the IRS.
Department of the Treasury
Internal Revenue Service
Student or Borrower Identification (All must complete.)
Part I
Name of student or borrower (see instructions)
Taxpayer identification number
Address (number, street, and apt. or suite no.)
City, state, and ZIP code
Part II
Student Loan Certification (Complete for student loans only.)
I certify that all of the loan proceeds are solely to pay for qualified higher education expenses.
Sign
Here
Signature of borrower
Date
Part III
Requester Information (Optional)
Requester’s name and address
Tuition account number
Loan account number
General Instructions
and mailing address of the borrower if the request for the
borrower’s SSN or ITIN is being made because of a student
Purpose of form. An eligible educational institution, such as
loan.
a college or university, or a lender of a student loan must get
Note. If you pay tuition to and have a student loan from the
your correct identifying number to file certain information
same educational institution and the student is not the loan
returns with the IRS and to furnish a statement to you. For
borrower (for example, the borrower is the student’s parent),
students, this will be your social security number (SSN) or, if
complete two Forms W-9S, one for the student and one for
you are not eligible to obtain an SSN, your individual
the loan borrower.
taxpayer identification number (ITIN). The returns they must
Taxpayer’s identifying number. Enter your SSN or ITIN. If
file contain information about qualified tuition and related
you do not have an SSN or ITIN and you have applied for
expenses (Form 1098-T, Tuition Statement) and student loan
one or you intend to apply for one soon, write “Applied For”
interest (Form 1098-E, Student Loan Interest Statement). The
in the space provided.
information about your tuition will help to determine whether
you, or the person who can claim you as a dependent, may
How to get an SSN or ITIN. To apply for an SSN, use Form
take either the tuition and fees deduction or claim an
SS-5, Application for a Social Security Card, that you can get
education credit to reduce federal income tax. The
from your local Social Security Administration office or get
information about your student loan interest will help to
this form online at You may also get this
determine your deduction for such interest. For more
form by calling 1-800-772-1213.
information, see Pub. 970, Tax Benefits for Education.
To apply for an ITIN because you are not eligible to get an
Use Form W-9S to give your correct SSN or ITIN to the
SSN, use Form W-7, Application for IRS Individual Taxpayer
person requesting it and, if applicable, to certify that the
Identification Number, that you can get from the IRS website
proceeds of a loan are being used, or will be used, solely to
at or by calling 1-800-TAX-FORM
pay for qualified higher education expenses (defined on page
(1-800-829-3676).
2). You are required to provide the requested information.
Part II. Student Loan Certification
Note. The educational institution or lender may request your
SSN or ITIN and certification on paper or electronically.
If your loan is a student loan incurred solely to pay for
qualified higher education expenses, sign the certification in
Part II. If you do not sign the certification, the lender may not
Specific Instructions
issue or file Form 1098-E for student loan interest on your
behalf. Do not sign the certification for a mixed use loan
Part I. Student or Borrower Identification
because such a loan is not used solely for qualified higher
education expenses. However, you may sign the certification
You must complete this part.
for a revolving line of credit or similar loan if you use the line
Name and address. Enter the name and mailing address of
of credit solely to pay for qualified higher education
the student if the request for the student’s SSN or ITIN is
expenses.
being made because of tuition payments. Enter the name
W-9S
For Privacy Act Notice, see page 2.
Cat. No. 25240C
Form
(Rev. 3-2008)
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