W-9
New Mexico Department of
DFA Stamp here
Substitute
Finance and Administration
D F A - FCD 0 3/14
D o N O T S e nd to I RS
Financial Control Division
CLEAR / RESET FORM
Vendor Registration and Update, Taxpayer Identification Number
PRINT FORM
Certification & Direct Deposit Authorization
TYPE OR PRINT NEATLY, CHECK THE APPROPRIATE BOX(S) BELOW. PLEASE REFER TO INSTRUCTIONS FOR MORE INFORMATION
NEW VENDOR REQUEST
CHANGE Legal Name
CHANGE ACH Direct Deposit
(Fill section 1,3, 4, 6-12, 14, 15)
(Fill section 1, 3-5, 8 -12)
(Fill section 1, 3, 4, 6, 8 -15)
CHANGE DBA/Trade Name
CHANGE Entity Designation
(Fill section 1, 3, 4, 6 -12)
(Fill section 1, 3, 4, 6, 8 -12)
ADD Remittance Address
(Fill section 1,3, 4, 6, 9-12 )
CHANGE Primary Address
CHANGE TIN#
(Fill section 1, 3, 4, 6, 8, 10-12)
(Fill section 1-15) – NOTE: FCD will assign a
ADD DBA/Trade Name
(Fill section 1, 3, 4, 6, 7, 10-12 )
CHANGE Remit Address
NEW Vendor ID# for accounting purposes.
(Fill section 1, 3, 4, 6, 9 -12)
ADD ACH Direct Deposit
(Fill section 1, 3, 4, 6, 8, 9-13, 15)
2) PREVIOUS TIN#
SSN
FEIN
1)
Current
Taxpayer Identification Number (TIN#)
Effective Date
3) NM CRS ID# Optional (11-digits)
(9-digits)
__ __ - __ __ __ __ __ __ -00- __
/
/
SSN
FEIN
4) Current Legal Name As registered with IRS or SSA
5) NEW Legal Name As registered with IRS or SSA
6) Current DBA/Trade Name Enter doing business as (DBA)
7) NEW-ADD DBA/Trade Name
8) Primary Address Official address where correspondence,
9) Remittance Address
Same as Primary
CHANGE
payments, purchase orders, or 1099s should be sent
CHANGE
Additional address to mail payments
CDBG
SHARE Loc# ____ ____ ____
Address Line #1
Address Line #1
Address Line #2
Address Line #2
City
State
Zip
City
State
Zip
10) ENTITY DESIGNATION (check only one) Required
11) ENTITY ACTIVITY indicate if your entity provides the following: (in space provided put an
“A” to add or “D” to delete, if none, leave blank)
Individual / Sole Proprietorship
Indian Tribe
Estate or Trust
____ Health care or medical service
____ Rental of Real Property
Partnership General / Limited
Corporation / Professional Corporation
____ Legal or attorney services
____ Horse hire / NM Employee
Government or Government Operated Entity
____ Urban search & rescue member
____ Elections/Committees
Tax Exempt Organization under IRC Section 501 C ____
Limited Liability Company taxed as:
____Board member / commissioner / committee member
Single Member
Sole Proprietorship
____ Agency Volunteer
(specify agency)
Partnership
Corporation S/C
12) CERTIFICATION
Under penalties of perjury, I certify that:
The number shown on this form is my correct tax payer identification number (or I am waiting for a number to be issued to me), AND
1.
I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS that I am subject to
2.
backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding, AND
I am a U.S. Citizen or other U.S. person.
3.
The Internal Revenue Service does not require your consent to any provision of this document other than the certifications required to avoid backup withholding
Printed Name
Printed Title
Telephone Number
(
)
Signature
Email
Date (mm/dd/yyyy)
OPTIONAL DIRECT DEPOSIT (ACH)
Warning: The State of New Mexico will not process International ACH Transactions (IAT). If any payment to you from the State will ever result in an IAT under National
Automated Clearing House Association (NACHA) operating rules or if you are not sure if the rules apply to you DO NOT FILL OUT THIS SECTION OF THE FORM.
The State of New Mexico will only setup ACH information for checking accounts.
PREVIOUS BANKING INFORMATION
IF ANY
13)
NEW BANKING INFORMATION
14)
Bank Name
Bank Name
Bank Routing No. (9-digit ABA#)
Bank Account Number
Bank Routing No. (9-digit ABA#)
Bank Account Number
15) I ACKNOWLEDGE
the IAT warning and authorize the State of New Mexico to initiate direct deposit of funds to the account and financial institution indicated, and
to recover funds deposited in error if necessary in compliance with NACHA regulations.
Please provide a copy of a voided check or letter from financial institution confirming banking information.
Printed Name
Signature
OFFICIAL / POC USE ONLY
DFA / FCD USE ONLY
BUSINESS
DATE
POC
ENTERED
VENDOR
UNIT
INITIALS
BY
NUMBER
)
PHONE
DATE
ACH
POC (Print name
NUMBER
ENTERED
VERIFIED