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How to Prepare W-9

The best way to prepare a Form W-9 is to fill out the W-9 on the IRS website and then save it to your computer.

  1. Open Form W-9
  2. Enter your info in lines 1-7
  3. Enter your SSN or EIN
  4. Download the form
  5. Name the form using the name on line 1
    • Example: Jane Doe W-9
  6. Return to previous page to upload the form


The process is similar for Form W8-BEN.

Non-US Affiliates are responsible for determining applicable tax procedures. Some non-US affiliates will find Form W-8BEN appropriate.

We cannot advise affiliates on tax matters. Please consult your tax advisor if you have questions.

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