State of New Jersey W-9/Questionnaire at a glance
What it is: The State of New Jersey W-9/Questionnaire for Non-Procurement Vendors requires information to establish your name, address, and taxpayer ID on State records.
Where and when to file: Mail completed forms to OMB-Vendor Control Unit PO Box 221 Trenton, NJ 08625-0221 or email them to aaiunit@treas.nj.gov.
Non-procurement vendors/payees who intend to do business with the State of New Jersey must complete the form.
A filled-in State of New Jersey W-9/Questionnaire example: an individual registers as a new payee
How to fill out State of New Jersey W-9/Questionnaire, box by box
Establish New Vendor, Establish Additional Remittance Address, Change Remittance Address
For payees that are registering for the first time, select ‘Establish New Vendor.’
For payees that have been previously established within the accounting system and want to add or change a remittance address, select the appropriate box.
Name, Doing business as, Address, City, State, Zip
If there is no preprinted data, populate the form with the vendor/payee’s name (as shown on your tax return), address, city, state, zip code, and Taxpayer Identification Number.
Enter the Name (as shown on your tax return).
Enter Doing business as (if different than name).
Enter the City, State and Zip (3).
If the form contains preprinted data and the preprinted information is correct, sign and date the form under question six.
If the form contains preprinted data and the preprinted information is not correct, cross out the incorrect data and make any changes immediately to the right of the preprinted information.
Taxpayer Identification Number (TIN)
Enter your TIN and check the type of number listed: SOCIAL SECURITY NUMBER or EMPLOYER IDENTIFICATION NUMBER.
Exemptions
If you are exempt from backup withholding and/or FATCA reporting, enter in the appropriate space any code(s) that may apply to you (See IRS Form W-9 instructions for codes).
Enter the Exempt payee code (if any) and the Exemption from FATCA reporting code (if any); codes apply only to certain entities, not individuals (see IRS Form W-9 instructions page 3).
Sign Here
Sign and date the form.
Under penalties of perjury, you certify that: (1) The number shown on this form is your correct taxpayer identification number (or you are waiting for a number to be issued to you), and (2) you are not subject to backup withholding because: (a) you are exempt from backup withholding, or (b) you have not been notified by the Internal Revenue Service (IRS) that you are subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified you that you are no longer subject to backup withholding, and (3) you are a U.S. citizen or other US person as defined by the IRS.
You must cross out item (2) of the certification if you have been notified by the IRS that you are currently subject to backup withholding because of underreported interest or dividends on your tax return.
For real estate transactions, item (2) does not apply.
For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an IRA, and generally payments other than interest or dividends, you are not required to sign the certification, but you must provide your correct TIN.
Primary business function
Enter the code that best describes the primary business function from the choices provided: AC=AUTHORITY/COMMISSION CF=CONFIDENTIAL FUND PC=PETTY CASH SD=SCHOOL DISTRICT FA=FEDERAL AGENCY FD=FIRE DISTRICT CM=COUNTY/MUNICIPALITY SA=STATE AGENCY WB=WELFARE BOARD CU=STATE COLLEGE/UNIVERSITY, or OT=OTHER VENDOR (PLEASE SPECIFY - REQUIRED).
Primary Contact Information
Print the name, phone number, and e-mail address of the primary contact person for the vendor listed in Part One.
Primary Contact Information (ALL FIELDS ARE REQUIRED).
Check here if you are interested in receiving information about payments by direct deposit.
Organization code
If you manage a Confidential Fund or a Petty Cash Fund for a State agency, do not answer the remaining portion of the questionnaire (Questions three and four).
In Part II, enter the code from the list below that best describes your organization: C=CORPORATION I=INDIVIDUAL P=PARTNERSHIP L= LIMITED LIABILITY COMPANY G=GOVERNMENT.
More rules for State of New Jersey W-9/Questionnaire
Part One is a W-9 form as required by the Internal Revenue Service to verify the name, address, and federal identification number for vendor/payees who may receive a 1099.
Answer ALL questions and print clearly or type.
Incomplete forms will not be accepted.
You will not be paid by the State of New Jersey until the form is completed, signed, and returned.
Common questions about State of New Jersey W-9/Questionnaire
Where do I file it?
Mail completed forms to OMB-Vendor Control Unit PO Box 221 Trenton, NJ 08625-0221 or email them to aaiunit@treas.nj.gov.
When is this form not the right one?
Procurement vendors SHOULD NOT complete the form but should register at NJSTART.GOV. Procurement vendors include vendors who sell goods or provide a service (including healthcare and legal services). New Jersey State employees who are seeking reimbursement for travel or training expenses must register through Employee Self Service.
Sources
[1] State of New Jersey W-9/Questionnaire for Non-Procurement Vendors (rev 07/24), Office of Management and Budget, State of New Jersey (the Official source link on this page).