Please note the banking migration does not impact all Forma customers. Forma will be in contact with you should the banking migration need your attention.
Most individuals are not subject to backup withholding unless one of the below conditions applies:
- An individual failed to provide a correct taxpayer identification number (TIN) to the payer for reporting on the required information return. A TIN can be either your social security number (SSN), employer identification number (EIN), or individual taxpayer identification number (ITIN); or
- An individual failed to report or underreported interest and dividend income you received on your federal income tax return; or you failed to certify that you're not subject to backup withholding for underreporting of interest and dividends
If you select, “No, I’m not subject to backup withholding,” you will read and certify the following for your W-9 form:
Under penalty of perjury, I certify that:
- The tax identification number shown on this form is correct (or I am waiting for a number to be issued to me)
- I am not subject to backup withholding because
- I am exempt from backup withholding; or
- I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends;
- The IRS has notified me that I am no longer subject to backup withholding; and
- I am a U.S. citizen or other US person; and
- The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct.
I certify that the tax certification statements above are accurate and true.