W9 - Request for Taxpayer Identification Number and Certification

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A W-9 form is an Internal Revenue Service (IRS) tax form that is used to confirm a person's name, address, and taxpayer identification number (TIN) for employment or other income-generating purposes. The confirmation can be requested for either an individual defined as a U.S. citizen or a person defined as a resident alien.

The form_type parameter W9 for the Upload PDF endpoint is required for this Form Type.

Optional fields captured

📘
Configuration-driven output
All fields below are optionally captured, depending on your order form. To adjust fields captured, please speak with your Ocrolus Account Manager.

JSON Attribute	Data Type	Description
`w9-Part1-General:line1-Name(AsShownOnYourIncomeTaxReturn)`	Text	Line 1 - Name (As Shown On Your Income Tax Return)
`w9-Part1-General:line2-BusinessName/DisregardedEntityName`	Text	Line 2 - Business Name/Disregarded Entity Name
`w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:individual/soleProprietorOrSingle-MemberLlc`	`CHECKED`, `NOT CHECKED`	Line 3 - Check Appropriate Box For Federal Tax Classification
`w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:cCorporation`	`CHECKED`, `NOT CHECKED`	Line 3 - Check Appropriate Box For Federal Tax Classification
`w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:sCorporation`	`CHECKED`, `NOT CHECKED`	Line 3 - Check Appropriate Box For Federal Tax Classification
`w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:partnership`	`CHECKED`, `NOT CHECKED`	Line 3 - Check Appropriate Box For Federal Tax Classification
`w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:trust/estate`	`CHECKED`, `NOT CHECKED`	Line 3 - Check Appropriate Box For Federal Tax Classification
`w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:limitedLiabilityCompany-Checkbox`	`CHECKED`, `NOT CHECKED`	Line 3 - Check Appropriate Box For Federal Tax Classification
`w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:limitedLiabilityCompany-TaxClassification`	Text	Line 3 - Check Appropriate Box For Federal Tax Classification
`w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:other(SeeInstructions)`	`CHECKED`, `NOT CHECKED`	Line 3 - Check Appropriate Box For Federal Tax Classification
`w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:other(SeeInstructions)-Description`	Text	Line 3 - Check Appropriate Box For Federal Tax Classification
`w9-Part1-General:line4-Exemptions:exemptPayeeCode(IfAny)`	Integer	Line 4 - Exemptions
`w9-Part1-General:line4-Exemptions:exemptionFromFatcaReportingCode(IfAny)`	Integer	Line 4 - Exemptions
`w9-Part1-General:line5-Address(NumberStreetAndApt.OrSuiteNo.):addressLine1`	Text	Line 5 - Address (Number Street And Apt. Or Suite No.)
`w9-Part1-General:line5-Address(NumberStreetAndApt.OrSuiteNo.):addressLine2`	Text	Line 5 - Address (Number Street And Apt. Or Suite No.)
`w9-Part1-General:line6-CityStateAndZipCode:city`	City	Line 6 - City State And Zip Code
`w9-Part1-General:line6-CityStateAndZipCode:state`	State	Line 6 - City State And Zip Code
`w9-Part1-General:line6-CityStateAndZipCode:zipCode`	ZIP Code	Line 6 - City State And Zip Code
`w9-Part1-General:line7-ListAccountNumber(S)Here(Optional)`	Integer	Line 7 - List Account Number(s) Here (Optional)
`w9-Part2-RequestersNameAndAddress:requesterName`	Text	Requester Name
`w9-Part2-RequestersNameAndAddress:requesterAddress:addressLine1`	Text	Requester Address
`w9-Part2-RequestersNameAndAddress:requesterAddress:addressLine2`	Text	Requester Address
`w9-Part2-RequestersNameAndAddress:requesterAddress:city`	City	Requester Address
`w9-Part2-RequestersNameAndAddress:requesterAddress:state`	State	Requester Address
`w9-Part2-RequestersNameAndAddress:requesterAddress:zipCode`	ZIP Code	Requester Address
`w9-Part3-TaxpayerIdentificationNumber(Tin)&Certification:socialSecurityNumber`	Social Security Number	Social Security Number
`w9-Part3-TaxpayerIdentificationNumber(Tin)&Certification:employerIdentificationNumber`	EIN	Employer Identification Number
`w9-Part3-TaxpayerIdentificationNumber(Tin)&Certification:signatureOfUsPerson`	`SIGNED`, `NOT SIGNED`	Signature Of US Person
`w9-Part3-TaxpayerIdentificationNumber(Tin)&Certification:signatureDate`	Date	Signature Date

Sample form

drive.google.com

W9 API.pdf

Sample JSON result

{
    "status": 200,
    "response": {
        "pk": 29946544,
        "uuid": "2410cd7f-b35d-46ba-b956-ac31f8e4b57b",
        "forms": [
            {
                "pk": 44474649,
                "uuid": "7ddb5bfd-c784-405e-98cd-eace5c414f3b",
                "uploaded_doc_pk": 52114506,
                "form_type": "W9",
                "raw_fields": {
                    "w9-Part1-General:line6-CityStateAndZipCode:city": {
                        "value": "FAKE CITY",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "W9 API.pdf"
                    },
                    "w9-Part2-RequestersNameAndAddress:requesterName": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "W9 API.pdf"
                    },
                    "w9-Part1-General:line6-CityStateAndZipCode:state": {
                        "value": "NY",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "W9 API.pdf"
                    },
                    "w9-Part1-General:line6-CityStateAndZipCode:zipCode": {
                        "value": "12345",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "W9 API.pdf"
                    },
                    "w9-Part2-RequestersNameAndAddress:requesterAddress:city": {
                        "value": "FAKE CITY",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "W9 API.pdf"
                    },
                    "w9-Part1-General:line4-Exemptions:exemptPayeeCode(IfAny)": {
                        "value": "1111",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "W9 API.pdf"
                    },
                    "w9-Part2-RequestersNameAndAddress:requesterAddress:state": {
                        "value": "NY",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "W9 API.pdf"
                    },
                    "w9-Part1-General:line1-Name(AsShownOnYourIncomeTaxReturn)": {
                        "value": "JOHN SAMPLE",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "W9 API.pdf"
                    },
                    "w9-Part1-General:line2-BusinessName/DisregardedEntityName": {
                        "value": "ABC FAKE LLC",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "W9 API.pdf"
                    },
                    "w9-Part1-General:line7-ListAccountNumber(S)Here(Optional)": {
                        "value": "5555555555",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "W9 API.pdf"
                    },
                    "w9-Part2-RequestersNameAndAddress:requesterAddress:zipCode": {
                        "value": "54321",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "W9 API.pdf"
                    },
                    "w9-Part2-RequestersNameAndAddress:requesterAddress:addressLine1": {
                        "value": "123 MAIN ST",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "W9 API.pdf"
                    },
                    "w9-Part2-RequestersNameAndAddress:requesterAddress:addressLine2": {
                        "value": "APT 555",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "W9 API.pdf"
                    },
                    "w9-Part3-TaxpayerIdentificationNumber(Tin)&Certification:signatureDate": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "W9 API.pdf"
                    },
                    "w9-Part1-General:line4-Exemptions:exemptionFromFatcaReportingCode(IfAny)": {
                        "value": "22222",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "W9 API.pdf"
                    },
                    "w9-Part1-General:line5-Address(NumberStreetAndApt.OrSuiteNo.):addressLine1": {
                        "value": "321 ANY STREET",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "W9 API.pdf"
                    },
                    "w9-Part1-General:line5-Address(NumberStreetAndApt.OrSuiteNo.):addressLine2": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "W9 API.pdf"
                    },
                    "w9-Part3-TaxpayerIdentificationNumber(Tin)&Certification:signatureOfUsPerson": {
                        "value": "NOT SIGNED",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "W9 API.pdf"
                    },
                    "w9-Part3-TaxpayerIdentificationNumber(Tin)&Certification:socialSecurityNumber": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "W9 API.pdf"
                    },
                    "w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:partnership": {
                        "value": "NOT CHECKED",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "W9 API.pdf"
                    },
                    "w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:cCorporation": {
                        "value": "NOT CHECKED",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "W9 API.pdf"
                    },
                    "w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:sCorporation": {
                        "value": "NOT CHECKED",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "W9 API.pdf"
                    },
                    "w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:trust/estate": {
                        "value": "NOT CHECKED",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "W9 API.pdf"
                    },
                    "w9-Part3-TaxpayerIdentificationNumber(Tin)&Certification:employerIdentificationNumber": {
                        "value": "77-7777777",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "W9 API.pdf"
                    },
                    "w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:other(SeeInstructions)": {
                        "value": "NOT CHECKED",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "W9 API.pdf"
                    },
                    "w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:limitedLiabilityCompany-Checkbox": {
                        "value": "CHECKED",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "W9 API.pdf"
                    },
                    "w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:other(SeeInstructions)-Description": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "W9 API.pdf"
                    },
                    "w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:limitedLiabilityCompany-TaxClassification": {
                        "value": "C",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "W9 API.pdf"
                    },
                    "w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:individual/soleProprietorOrSingle-MemberLlc": {
                        "value": "NOT CHECKED",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "W9 API.pdf"
                    }
                },
                "form_config_pk": 93646,
                "tables": []
            },
    "message": "OK"
}

Updated 5 months ago

Optional fields captured

📘Configuration-driven output

Sample form

Sample JSON result

📘
Configuration-driven output