Form Fa Pds W9 PDF Details

Engaging with the intricacies of tax documentation is an essential aspect of financial compliance for individuals and entities in the United States. One such critical document is the Substitute Form W-9, specifically tailored by the University of Florida. This form serves a pivotal role in collecting taxpayer identification numbers and certifications to evade the legal repercussions tied to non-compliance, such as federal income tax backup withholding and potential penalties. Primarily designed for U.S. persons, including resident aliens, this document necessitates thorough completion to ensure accurate reporting and withholding practices. Further complicating matters, individuals transitioning from nonresident to resident alien status must navigate additional considerations to claim exemptions under applicable tax treaties, emphasizing the need for meticulous attention to detail. The document outlines clear instructions on who should fill out the form, how to declare tax status, the importance of indicating exemption from Form 1099 reporting if applicable, and the essential act of certification to affirm compliance with IRS stipulations. With provisions also elaborated for entities including corporations and tax-exempt organizations, the University of Florida’s Substitute Form W-9 captures the essence of tax reporting requirements within its framework, positing challenges and guidance alike for its comprehensive execution.

QuestionAnswer
Form NameForm Fa Pds W9
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other namesw9 forms 2020 printable, 2020 w 9 form, 2020 w 9, 2020 w9 form printable

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W-9 Form University of Florida

Mail: SG Finance, Attn: Michele Williams, PO Box 118514, Gainesville, FL, 32611-5350

 

or Fax: 352-846-2979 or e-mail mwilliams@sg.ufl.edu

 

 

 

 

Substitute Form W-9 Taxpayer Identification Number Request Rev. 10/2003. For payments other than interest, dividends, or Form 1099-B gross proceeds

Please complete the following information. We are required by law to

Use this form only if you are a U.S. person (including U.S. resident alien). If

obtain this information from you when making a reportable payment to you.

you are a foreign person, use the appropriate Form W-8. If you were a

If you do not provide us with this information, your payments may be

nonresident alien and have now become a resident alien, read the note below

subject to 28% federal income tax backup withholding. Also, if you do not

and attach a statement, if necessary.

provide us with this information, you may be subject to a $50.00 penalty

 

imposed by the Internal Revenue Service under section 6723.

 

Federal law on backup withholding preempts any state or local law

Note to U.S. Resident Aliens who formerly were Nonresident Aliens:

remedies, such as any right to a mechanic's lien. If you do not furnish a

 

valid TIN, or if you are subject to backup withholding, the payor is required

If there is a tax treaty between the U.S. and your country, and it contains a

to withhold 28% of its payment to you. Backup withholding is not a failure

''saving clause'' to exempt certain types of income from U.S. tax even after

to pay you. It is an advance tax payment. You should report all backup

you have become a Resident Alien, and you want to claim that exemption, fill

withholding as a credit for taxes paid on your federal income tax return.

out all of this form AND attach a page showing:

Instructions:

1. The treaty country

1. Complete Part 1 by completing the one row of boxes that corresponds

2. The treaty article about the income

to your tax status

3. The article number for the ''saving clause''

2. Complete Part 2 if you are exempt from Form 1099 reporting

4. The type and amount of income that qualified for the saving clause

3. Complete Part 3 by filling in all lines

5. Facts that provide a sufficient explanation of why the saving clause applies

4. Return this completed form to us in the enclosed envelope

 

Collection and Use of Social Security Number - The request for your SSN or other Taxpayer Identification Number by UF Finance and Accounting is mandated by 26 U.S.C. 6041 and related IRS regulations. If you have questions about the collection and use of Social Security numbers at UF, please visit: http://privacy.ufl.edu/SSNPrivacy.html

Part 1 - Tax Status: (complete only one set of boxes)

Individuals:

 

 

 

 

 

 

-

 

 

-

 

 

 

 

Individual Name First name

Middle initial

Last name

 

 

 

Individual's Social Security Number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

A sole proprietorship may have a ''doing business as'' trade name, but the legal name is the name of the business owner.

 

 

 

 

 

 

 

-

 

 

-

 

 

 

 

 

Sole Proprietor

Business Owner's Name: (REQUIRED)

 

Business Owner's Social Security Number

 

Business or Trade Name (OPTIONAL)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(or an LLC with one

 

 

 

 

 

-

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

owner):

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(First Name)

 

(Middle initial)

 

 

or Employer ID Number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Last Name)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Partnership (or an LLC with multiple owners):

 

 

 

-

 

 

 

 

 

 

 

 

Name of Partnership

 

Partnership's Employer Identification Number

 

Partnership's Name on IRS records

 

 

(see IRS mailing label)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

A corporation may use an abbreviated name or its initials, but its legal name is the name on the articles of incorporation.

Corporation or tax exempt entity:

Legal Name of Corporation or Entity

-

Employer Identification Number

Part 2 - Exemption: if exempt from Form 1099 reporting, check your qualifying exemption reason below.

Corporation

Tax Exempt Entity

The United States or

A state, the District of

A foreign government or

Note that there is no

under 501 (a) (includes

any of its agencies or

Columbia, a possession

any of its political subdivisions

corporate exemption

501 (c) (3), or IRA)

instrumentalities

of the United States, or

or an international

for medical and

 

 

any of their political

organization in which the

healthcare payments

 

 

subdivisions or agencies

United States participates

or payments for legal

 

 

 

under a treaty or Act of

services

 

 

 

Congress

Part 3 - Certification:

Person completing this form (please print):

 

 

 

Title:

Tax Correspondence Address:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Telephone: (

 

)

 

 

 

 

 

 

 

(Remit address if different)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Under penalties of perjury, I certify that:

1.The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me), and

2.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 backup withholding as a result of failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding.

3.I am a U.S. Person (including a U.S. resident Alien).

Signature of U.S. Person:

 

Date:

FA-PDS-W9 09/2009

 

 

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