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 AttributeData TypeDescription
w9-Part1-General:line1-Name(AsShownOnYourIncomeTaxReturn)TextLine 1 - Name (As Shown On Your Income Tax Return)
w9-Part1-General:line2-BusinessName/DisregardedEntityNameTextLine 2 - Business Name/Disregarded Entity Name
w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:individual/soleProprietorOrSingle-MemberLlcCHECKED, NOT CHECKEDLine 3 - Check Appropriate Box For Federal Tax Classification
w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:cCorporationCHECKED, NOT CHECKEDLine 3 - Check Appropriate Box For Federal Tax Classification
w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:sCorporationCHECKED, NOT CHECKEDLine 3 - Check Appropriate Box For Federal Tax Classification
w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:partnershipCHECKED, NOT CHECKEDLine 3 - Check Appropriate Box For Federal Tax Classification
w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:trust/estateCHECKED, NOT CHECKEDLine 3 - Check Appropriate Box For Federal Tax Classification
w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:limitedLiabilityCompany-CheckboxCHECKED, NOT CHECKEDLine 3 - Check Appropriate Box For Federal Tax Classification
w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:limitedLiabilityCompany-TaxClassificationTextLine 3 - Check Appropriate Box For Federal Tax Classification
w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:other(SeeInstructions)CHECKED, NOT CHECKEDLine 3 - Check Appropriate Box For Federal Tax Classification
w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:other(SeeInstructions)-DescriptionTextLine 3 - Check Appropriate Box For Federal Tax Classification
w9-Part1-General:line4-Exemptions:exemptPayeeCode(IfAny)IntegerLine 4 - Exemptions
w9-Part1-General:line4-Exemptions:exemptionFromFatcaReportingCode(IfAny)IntegerLine 4 - Exemptions
w9-Part1-General:line5-Address(NumberStreetAndApt.OrSuiteNo.):addressLine1TextLine 5 - Address (Number Street And Apt. Or Suite No.)
w9-Part1-General:line5-Address(NumberStreetAndApt.OrSuiteNo.):addressLine2TextLine 5 - Address (Number Street And Apt. Or Suite No.)
w9-Part1-General:line6-CityStateAndZipCode:cityCityLine 6 - City State And Zip Code
w9-Part1-General:line6-CityStateAndZipCode:stateStateLine 6 - City State And Zip Code
w9-Part1-General:line6-CityStateAndZipCode:zipCodeZIP CodeLine 6 - City State And Zip Code
w9-Part1-General:line7-ListAccountNumber(S)Here(Optional)IntegerLine 7 - List Account Number(s) Here (Optional)
w9-Part2-RequestersNameAndAddress:requesterNameTextRequester Name
w9-Part2-RequestersNameAndAddress:requesterAddress:addressLine1TextRequester Address
w9-Part2-RequestersNameAndAddress:requesterAddress:addressLine2TextRequester Address
w9-Part2-RequestersNameAndAddress:requesterAddress:cityCityRequester Address
w9-Part2-RequestersNameAndAddress:requesterAddress:stateStateRequester Address
w9-Part2-RequestersNameAndAddress:requesterAddress:zipCodeZIP CodeRequester Address
w9-Part3-TaxpayerIdentificationNumber(Tin)&Certification:socialSecurityNumberSocial Security NumberSocial Security Number
w9-Part3-TaxpayerIdentificationNumber(Tin)&Certification:employerIdentificationNumberEINEmployer Identification Number
w9-Part3-TaxpayerIdentificationNumber(Tin)&Certification:signatureOfUsPersonSIGNED, NOT SIGNEDSignature Of US Person
w9-Part3-TaxpayerIdentificationNumber(Tin)&Certification:signatureDateDateSignature Date

Sample form

Sample JSON result

{
   "status":200,
   "response":{
      "pk":45698412,
      "uuid":"dbee90de-f208-4d76-887f-f36582142996",
      "forms":[
         {
            "pk":40490627,
            "uuid":"941dc53f-91a2-45c3-a27d-836ff21d8d2e",
            "form_type":"W9",
            "form_config_pk":93646,
            "tables":[
               
            ],
            "raw_fields":{
               "w9-Part1-General:line6-CityStateAndZipCode:city":{
                  "value":"TOWN CITY",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Filled_W9.pdf"
               },
               "w9-Part2-RequestersNameAndAddress:requesterName":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"Filled_W9.pdf"
               },
               "w9-Part1-General:line6-CityStateAndZipCode:state":{
                  "value":"MA",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Filled_W9.pdf"
               },
               "w9-Part1-General:line6-CityStateAndZipCode:zipCode":{
                  "value":"12345",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Filled_W9.pdf"
               },
               "w9-Part2-RequestersNameAndAddress:requesterAddress:city":{
                  "value":"MIDDLE CITY",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Filled_W9.pdf"
               },
               "w9-Part1-General:line4-Exemptions:exemptPayeeCode(IfAny)":{
                  "value":"104",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Filled_W9.pdf"
               },
               "w9-Part2-RequestersNameAndAddress:requesterAddress:state":{
                  "value":"CA",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Filled_W9.pdf"
               },
               "w9-Part1-General:line1-Name(AsShownOnYourIncomeTaxReturn)":{
                  "value":"A12 NEY YORK LLC.",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Filled_W9.pdf"
               },
               "w9-Part1-General:line2-BusinessName/DisregardedEntityName":{
                  "value":"A12 MART",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Filled_W9.pdf"
               },
               "w9-Part1-General:line7-ListAccountNumber(S)Here(Optional)":{
                  "value":"0012356",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Filled_W9.pdf"
               },
               "w9-Part2-RequestersNameAndAddress:requesterAddress:zipCode":{
                  "value":"12345",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Filled_W9.pdf"
               },
               "w9-Part2-RequestersNameAndAddress:requesterAddress:addressLine1":{
                  "value":"963 MAIN TOWN STREET",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Filled_W9.pdf"
               },
               "w9-Part2-RequestersNameAndAddress:requesterAddress:addressLine2":{
                  "value":"APT 456",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Filled_W9.pdf"
               },
               "w9-Part3-TaxpayerIdentificationNumber(Tin)&Certification:signatureDate":{
                  "value":"04/05/2022",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Filled_W9.pdf"
               },
               "w9-Part1-General:line4-Exemptions:exemptionFromFatcaReportingCode(IfAny)":{
                  "value":"47856",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Filled_W9.pdf"
               },
               "w9-Part1-General:line5-Address(NumberStreetAndApt.OrSuiteNo.):addressLine1":{
                  "value":"56789 ANY TOWN STREET",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Filled_W9.pdf"
               },
               "w9-Part1-General:line5-Address(NumberStreetAndApt.OrSuiteNo.):addressLine2":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"Filled_W9.pdf"
               },
               "w9-Part3-TaxpayerIdentificationNumber(Tin)&Certification:signatureOfUsPerson":{
                  "value":"SIGNED",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Filled_W9.pdf"
               },
               "w9-Part3-TaxpayerIdentificationNumber(Tin)&Certification:socialSecurityNumber":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"Filled_W9.pdf"
               },
               "w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:partnership":{
                  "value":"NOT CHECKED",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Filled_W9.pdf"
               },
               "w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:cCorporation":{
                  "value":"NOT CHECKED",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Filled_W9.pdf"
               },
               "w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:sCorporation":{
                  "value":"NOT CHECKED",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Filled_W9.pdf"
               },
               "w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:trust/estate":{
                  "value":"NOT CHECKED",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Filled_W9.pdf"
               },
               "w9-Part3-TaxpayerIdentificationNumber(Tin)&Certification:employerIdentificationNumber":{
                  "value":"12-3456780",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Filled_W9.pdf"
               },
               "w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:other(SeeInstructions)":{
                  "value":"NOT CHECKED",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Filled_W9.pdf"
               },
               "w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:limitedLiabilityCompany-Checkbox":{
                  "value":"CHECKED",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Filled_W9.pdf"
               },
               "w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:other(SeeInstructions)-Description":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"Filled_W9.pdf"
               },
               "w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:limitedLiabilityCompany-TaxClassification":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"Filled_W9.pdf"
               },
               "w9-Part1-General:line3-CheckAppropriateBoxForFederalTaxClassification:individual/soleProprietorOrSingle-MemberLlc":{
                  "value":"NOT CHECKED",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Filled_W9.pdf"
               }
            }
         }
      ]
   },
   "message":"OK"
}