What is the W-9 Form?

The W-9 form is an official IRS document used to verify your Taxpayer Identification Number, or TIN and to comply with U.S. tax regulations and ensure accurate tax reporting.

If your account meets IRS reporting thresholds, we are required to submit certain tax information, and the W-9 helps ensure that we have the correct details on file. By completing the W-9, you are certifying that your tax information is accurate, which helps prevent any potential IRS withholding or reporting issues.