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  1. Therefore, if you are only submitting this form for an account you hold in the United States, you may leave this field blank. Consult with the person requesting this form if you are uncertain if the financial …

  2. Therefore, if you are only submitting this form for an account you hold in the United States, you may leave this field blank. Consult with the person requesting this form if you are uncertain if the financial …

  3. If I leave this part blank, it is not a refusal to make a donation. My state-authorized donor registration should be followed, or, if none, my agent may make a donation upon my death.

  4. Purpose of Form An individual or entity (Form W-9 requester) who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) which may be your …

  5. Specific Instructions Line 1 not leave this line blank. The name should match t red in Part I of Form W-9. If you are providing Form W-9 to an FFI to document a joint account, each holder of the account that …

  6. certify that I telephoned the other party’s attorney or the other party (if the other party does not have an attorney), three times, but my phone calls were never returned. Therefore, we were not able to reach …

  7. Any modifications after the initial release of this blank, which are applicable to the filing year of this publication are posted on the NAIC website at https://content.naic.org/cmte_e_app_blanks.htm.