Windy Hill PlayW-9 example Back to cohort school

Form W-9 · nonprofit example

How Windy Hill Play may complete a W-9

This example shows the likely entries for a U.S. nonprofit recognized under Section 501(c)(3). Private information is intentionally replaced with placeholders.

FormW-9Rev. March 2024

Request for Taxpayer
Identification Number and Certification

EXAMPLE
Not for submission

1

Name (as shown on income tax return)

WINDY HILL PLAY [exact legal name]

Use the organization’s exact legal name from its IRS records, including “Inc.” if it appears there.

2

Business name / disregarded entity name

Leave blank

Complete only if WHP uses a different business or trade name.

3a

Federal tax classification

C corporation — if WHP is legally incorporated

IRS instructions say a corporation checks the corporation box. Tax-exempt status is identified separately on line 4. If WHP is not incorporated, confirm the correct box with its tax professional.

3b

Foreign partners, owners, or beneficiaries

Leave unchecked

This generally does not apply to a domestic nonprofit corporation.

4

Exemptions

Exempt payee code: 1

A Section 501(a) tax-exempt organization generally uses exempt payee code 1. Leave the FATCA code blank unless specifically required.

5–6

Address, city, state, and ZIP

[WHP mailing address] · Durham, NC [ZIP]

Use the mailing address associated with the organization’s tax records.

Part I

Taxpayer identification number

Employer identification number: XX-XXXXXXX

Enter WHP’s real EIN on the submitted form. Do not use a Social Security number.

Part II

Certification

Authorized representative signs and dates

The signer must be authorized to certify the information for the organization.

Before sending

Confirm three details.

  1. Legal name: Match the name on WHP’s IRS EIN notice or determination letter exactly.
  2. EIN and address: Replace the placeholders with the organization’s current tax-record information.
  3. Authorized signature: Have an authorized representative sign and date the actual form.

This is an educational example, not tax or legal advice. When a payer requests a W-9, complete and return the official IRS form to that requester; do not send it to the IRS.

Open the official IRS Form W-9