Substitute Form W-9 - Request For Taxpayer Identification Number

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Substitute Form W-9
Request For Taxpayer Identification Number
To: _____________________________________________________________________
Account Number: ____________________________
Please complete the following information. We are required by law to obtain this information from you when making a reportable payment to
you. Use this form only if you are a U.S. person (including U.S. resident alien). If you are a foreign person, use the appropriate Form W-8.
Instructions:
Complete Part 1 by completing the row of boxes that corresponds to your tax status. Complete Part 2 if you are exempt
from reporting. Complete Part 3 to sign and date the form.
Part 1: Tax Status. Please complete only ONE of the following:
Individual Name:
Individual's Social Security Number:
Individuals:
___ ___ ___ - ___ ___ - ___ ___ ___ ___
A sole proprietorship may have a "doing business as (dba)" trade name, but the legal name is the name of the business owner.
Business Owner's Name:
Business Owner's Social Security Number or EIN:
Business or Trade Name (optional)
Sole Proprietor:
___ ___ ___ - ___ ___ - ___ ___ ___ ___
A partnership may have a "doing business as (dba)" trade name and/or a name based on the names of the partners.
Partnership's Name on IRS records(see IRS mailing label)
Name of Partnership:
Partnership's Employer Identification Number:
Partnership:
___ ___ - ___ ___ ___ ___ ___ ___ ___
Legal Name of Corporation:
Employer Identification Number:
Business or Trade Name (dba):
Corporation:
___ ___ - ___ ___ ___ ___ ___ ___ ___
Legal Name of Entity:
Business or Trade Name (dba):
Type of Entity:
**Other:
Tax Identification Number (TIN):
Type of Tax Identification Number:
Use this "other" category only if your organization does not fall into one of the other four categories. If you chose this option you must provide the legal
name of the person or entity that corresponds to the TIN that you give to us. If uncertain what the legal name of your corporation is, check the mailing
labels of IRS correspondence.
Part 2: Exemption:
If exempt from Form 1099 reporting, check the appropriate box:
Corporation, providing other than medical services
Tax exempt charity under 501(a), or IRA
Other: __________________________________
Part 3: Certification:
I am a U. S. person (including a U.S. resident alien).
Person completing this form: _________________________________________________________________________________________
Signature:
Title: _______________________________
_______________________________________________________________
Date:
_______________________________________________________
Address:
_____________________________________________________________________________________________________
City:
____________
_______________________________________________________________State:
Zip: ____________________
Phone:
(_________)____________________________________________________
Thank you for your cooperation.
Empathia
, Inc. N17 W24100 Riverwood Drive Suite 300, Waukesha, WI 53188 Fax: 262-523-0175

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