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Lesson 1: W-9 Overview

In this module, ComplyPro provides a high-level overview of various forms, starting with Form W-9. The W-9 is used by U.S. persons to certify their status and provide their U.S. tax identification number. It determines whether they are subject to backup withholding and allows for exemptions. The form is applicable to individuals, corporations, partnerships, sole proprietors, LLCs, and trusts. TIN matching is recommended for accurate reporting. The form should not be altered, except in cases notified by the IRS. Disregarded entities should complete the form with the owner’s information.