NameExtract the name as shown on income tax return (Li...
Business NameExtract the business name/DBA if different from ab...
Federal Tax ClassificationExtract the tax classification: Individual/Sole Pr...
LLC Tax ClassificationIf LLC, extract the tax classification letter (C, ...
Exempt Payee CodeExtract the exempt payee code if applicable (1-13)...
FATCA Exemption CodeExtract the FATCA exemption code if applicable...
AddressExtract the street address (Line 5)...
City State ZIPExtract city, state, and ZIP code (Line 6)...
Account NumbersExtract account number(s) if listed (Line 7)...
SSNExtract the Social Security Number (XXX-XX-XXXX fo...
EINExtract the Employer Identification Number (XX-XXX...
TIN TypeIdentify if SSN or EIN is provided...
Signature PresentIs the form signed? Yes or No...
Signature DateExtract the signature date. Return in YYYY-MM-DD f...
Requester NameExtract the requester's name/company if shown...