How to fill out a W-9 form for an individual?

Filling out a W-9 form involves the following steps:

  1. Name: Enter your full legal name.
  2. Business Name: If applicable, add your business name or “Doing Business As” (DBA) name.
  3. Tax Classification: Check the appropriate box (e.g., Individual/Sole Proprietor, LLC).
  4. Address: Provide your mailing address.
  5. Taxpayer Identification Number (TIN): Use your SSN or EIN.
  6. Certification: Sign and date the form to confirm its accuracy.

For a revocable living trust, list the trust name and the trustee’s SSN or the EIN assigned to the trust.