How To Fill Out A W9 Form Correctly (Avoid These Mistakes!)

How do you fill out a w9 form? If one wishes to fill out a w9 form correctly, then proper procedures need to be put in place. Thankfully, Carl is here to help work us through this process and avoid these common mistakes.
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Welcome back to Coffee with Carl, we have our host Carl Zoellner to work us through the various problems we face as individuals in the working world. Be sure to grab a cup of coffee (or your beverage of choice) and tune into what we have brewing.
“Sometimes, forms can be a little bit overwhelming for some folks.” 2:04
W9s can feel a little intimidating to some of you, but that's why we decided to create this content, to help better your knowledge on the subject.
We want to make sure that you are equipped with the tools and knowledge to complete your W9s efficiently and effectively. We know that there is a lot of information out there, but it's important, as an individual who works for a company/organization, that you have all the proper documentation in place.
We appreciate you joining us for this installment of the channel and hope you will stop by for more helpful content.
With that, we will be moving on to the next video. We hope you enjoyed this one, and if you did, then please give it a thumbs up and subscribe to the channel. Furthermore, please leave us some feedback in the comment section below.
Carl Zoellner, Esq. is a senior attorney at Anderson Business Advisors who specializes in strategic planning for business owners with a focus on asset protection and tax planning. Carl speaks across the country to educate small business owners on the tools available for their investments from legal and tax perspectives.
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Disclaimer
The information provided in this video should not be construed or relied on as legal advice for any specific fact or circumstance. Its content was prepared by Anderson Business Advisors with its main office at 3225 McLeod Drive Suite 100 Las Vegas, Nevada 89121. This video is designed for entertainment and information purposes only. Viewing this video does not create an attorney-client relationship with Anderson Business Advisors or any of its lawyers. You should not act or rely on any of the information contained herein without seeking professional legal advice.
#w9

[@wparch]

So the only time you'd need to fill out a W-9 is if they are paying $500 or more or any amount?

[@coffeewithcarlaba]

Great question, to assist you further, I highly recommend you request a free 45-minute consultation to discuss our proven asset protection and tax strategies and how they apply to your unique situation. aba.link/carlss

[@keybladewar22]

Sir I have a question because to me this is very confusing. When I think I got it, something else is telling me differently & I want to get this right. I just Got partner with Union for Gamers which is a Multi-Channel Network for content creators & since time has change, I am required to fill out a W-9 form. So my question here is since I am partner with this network do I check the box that says Partnership or is that wrong? I just want to get this right so I don't make any wrong moves. Thanks in advance.

[@coffeewithcarlaba]

That is a great question. I highly recommend you attend our Free Tax & Asset Protection Workshop where our attorneys and specialists will answer all your questions live at the virtual event. aba.link/tapcarl

[@AndrewDavis-recruiter]

If you are filling out a W9 for another party, and you want to preserve anonymity, is there a specific way to sign? I'm thinking of inducating your trustee status, etc.

[@coffeewithcarlaba]

Great question, in order to assist you further, I highly recommend you attend our Free Tax & Asset Protection Workshop where our attorneys and specialists will answer all your questions live at the virtual event. aba.link/tapcarl

[@jacquelinebooker3619]

My daughter just got a model agent and I was sent a w9. I have no clue about this form. Do I just put her name and check individual and her SSN.

[@coffeewithcarlaba]

We recommend speaking with one of our advisors for any legal advice. Here is the link to schedule a free strategy session: aba.link/carlss. Or you may call to speak with an advisor at our toll-free line, 800-706-4741.