"Substitute Form W-9 - Request for Taxpayer Indentification Number, Certification" - New Mexico

Substitute Form W-9 - Request for Taxpayer Indentification Number, Certification is a legal document that was released by the New Mexico Department of Finance and Administration - a government authority operating within New Mexico.

Form Details:

  • Released on April 1, 2021;
  • The latest edition currently provided by the New Mexico Department of Finance and Administration;
  • Ready to use and print;
  • Easy to customize;
  • Compatible with most PDF-viewing applications;
  • Fill out the form in our online filing application.

Download a fillable version of the form by clicking the link below or browse more documents and templates provided by the New Mexico Department of Finance and Administration.

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DO NOT SEND TO
NEW MEXICO DEPARTMENT OF FINANCE & ADMINISTRATION
IRS - SUBMIT
FORM TO
FINANCIAL CONTROL DIVISION
REQUESTING
AGENCY
SUBSTITUTE FORM W-9
REQUEST FOR TAXPAYER INDENTIFICATION NUMBER, CERTIFICATION
FCD 04/2021
TYPE OR PRINT NEATLY, PLEASE REFER TO INSTRUCTIONS FOR MORE INFORMATION
PART I: SUPPLIER INFORMATION
1 . Legal Business Name: (As shown on your income tax return)
2 . If you use a DBA/Trade Name, please list below:
3. Entity Type (Check only one, unless you are or have been a State of New Mexico Employee, then also check State of New Mexico Employee box):
Government (Local, State, Federal, Tribe)
Individual / Sole Proprietorship / Single Member LLC
Tax-Exempt organization under IRC Section 501 C
Partnership
State of New Mexico Employee (Agency No.)
C Corporation / S Corporation
Trust / Estate
Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=Partnership > _______)
4. 1099 Reporting: Services provided to the State by vendor:
Health care or medical service
Royalties
Agency Volunteer (Agency No.)
Attorney services
State of NM Appointed Board member /
DUAL Supplier & Active NM Employee
Rental of Real Property
commissioner / committee member
Other
PART II: TAXPAYER IDENTIFICATION NUMBER (TIN) & TAXPAYER IDENTIFICATION TYPE
1. Enter your TIN here (DO NOT USE DASHES)
2. Taxpayer Identification Type (check appropriate box):
Employer ID No. (EIN)
Social Security No. (SSN)
Employee ID
N/A (Non-United States Business Entity)
PART III: ADDRESS
1. Address: (Location where payments and correspondances can be sent)
2. REMITTANCE, IF DIFFERENT: (location specifically used for
(if a NM state employee, enter Agency name and Field Office Address)
payment that is different than address 1, if applicable)
Address Line #1
Address Line #1
Address Line #2
Address Line #2
Address Line #3
Address Line #3
Zip - 9 Digit
City
State
Zip - 9 Digit
City
State
PART IV: CERTIFICATION
Under penalties of perjury, I certify that:
1.
The number shown on this form is my correct tax payer identification number (or I am waiting for a number to be issued to me), AND
2.
I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) 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, or (c) the IRS has notified me that I am no longer subject to
backup withholding, AND
3.
I am a U.S. Citizen or other U.S. person.
The Internal Revenue Service does not require your consent to any provision of this
document other than the certifications required to avoid backup withholding
Printed Name
Occupation
Telephone Number
Signature
Email for receiving ACH advices
Date (mm/dd/yyyy)
PART V: OPTIONAL DIRECT DEPOSIT (ACH)
Warning: The State of New Mexico will not process International ACH Transactions (IAT). If any payment to you from the State will ever result in an IAT under National
Automated Clearing House Association (NACHA) operating rules or if you are not sure if the rules apply to you DO NOT FILL OUT THIS SECTION OF THE FORM. Please
provide a copy of a voided check or letter from bank confirming information indicated above.
Include a voided check or letter from financial institution if requesting ACH payments
Type of Account
Checking
Savings
I acknowledge the IAT warning and authorize the State of New Mexico to initiate direct deposit of funds to the account and
financial institution indicated, and to recover funds deposited in error if necessary in compliance with NACHA regulations.
Signature
Printed Name
DO NOT SEND TO
NEW MEXICO DEPARTMENT OF FINANCE & ADMINISTRATION
IRS - SUBMIT
FORM TO
FINANCIAL CONTROL DIVISION
REQUESTING
AGENCY
SUBSTITUTE FORM W-9
REQUEST FOR TAXPAYER INDENTIFICATION NUMBER, CERTIFICATION
FCD 04/2021
TYPE OR PRINT NEATLY, PLEASE REFER TO INSTRUCTIONS FOR MORE INFORMATION
PART I: SUPPLIER INFORMATION
1 . Legal Business Name: (As shown on your income tax return)
2 . If you use a DBA/Trade Name, please list below:
3. Entity Type (Check only one, unless you are or have been a State of New Mexico Employee, then also check State of New Mexico Employee box):
Government (Local, State, Federal, Tribe)
Individual / Sole Proprietorship / Single Member LLC
Tax-Exempt organization under IRC Section 501 C
Partnership
State of New Mexico Employee (Agency No.)
C Corporation / S Corporation
Trust / Estate
Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=Partnership > _______)
4. 1099 Reporting: Services provided to the State by vendor:
Health care or medical service
Royalties
Agency Volunteer (Agency No.)
Attorney services
State of NM Appointed Board member /
DUAL Supplier & Active NM Employee
Rental of Real Property
commissioner / committee member
Other
PART II: TAXPAYER IDENTIFICATION NUMBER (TIN) & TAXPAYER IDENTIFICATION TYPE
1. Enter your TIN here (DO NOT USE DASHES)
2. Taxpayer Identification Type (check appropriate box):
Employer ID No. (EIN)
Social Security No. (SSN)
Employee ID
N/A (Non-United States Business Entity)
PART III: ADDRESS
1. Address: (Location where payments and correspondances can be sent)
2. REMITTANCE, IF DIFFERENT: (location specifically used for
(if a NM state employee, enter Agency name and Field Office Address)
payment that is different than address 1, if applicable)
Address Line #1
Address Line #1
Address Line #2
Address Line #2
Address Line #3
Address Line #3
Zip - 9 Digit
City
State
Zip - 9 Digit
City
State
PART IV: CERTIFICATION
Under penalties of perjury, I certify that:
1.
The number shown on this form is my correct tax payer identification number (or I am waiting for a number to be issued to me), AND
2.
I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) 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, or (c) the IRS has notified me that I am no longer subject to
backup withholding, AND
3.
I am a U.S. Citizen or other U.S. person.
The Internal Revenue Service does not require your consent to any provision of this
document other than the certifications required to avoid backup withholding
Printed Name
Occupation
Telephone Number
Signature
Email for receiving ACH advices
Date (mm/dd/yyyy)
PART V: OPTIONAL DIRECT DEPOSIT (ACH)
Warning: The State of New Mexico will not process International ACH Transactions (IAT). If any payment to you from the State will ever result in an IAT under National
Automated Clearing House Association (NACHA) operating rules or if you are not sure if the rules apply to you DO NOT FILL OUT THIS SECTION OF THE FORM. Please
provide a copy of a voided check or letter from bank confirming information indicated above.
Include a voided check or letter from financial institution if requesting ACH payments
Type of Account
Checking
Savings
I acknowledge the IAT warning and authorize the State of New Mexico to initiate direct deposit of funds to the account and
financial institution indicated, and to recover funds deposited in error if necessary in compliance with NACHA regulations.
Signature
Printed Name
Instructions for Completing this Form
This form substitutes for the IRS W-9 form. Complete this form if you will receive payment from the State of New Mexico
and/or you are a vendor who provides goods and services to the State of New Mexico. To comply with the Internal Revenue
Service (IRS) regulations regarding 1099 reporting, the State of New Mexico is required to collect the following information
to be completed on the Substitute W-9 form. The information collected on this form will allow the State to confirm that our
records contain the official name of your business, the Tax Identification Number (TIN) that the IRS has on file for your
business and business type.
Check the appropriate box(s) that this form is to be utilized and fill in the corresponding section(s) indicated next to the
box(s) checked.
PART I: VENDOR INFORMATION
1.
Legal Business Name Enter the legal name as registered with the IRS or Social Security Administration.
2.
DBA/Trade Name Individuals leave blank. Sole Proprietorships: Enter DBA (doing business as) name. All Others:
Complete only if business name is different than Legal Name.
3.
Entity Type Check ONE box which describes business entity. If a current, past, or becoming a state employee,
please also mark the State of New Mexico Employee box and enter the Business Unit number for the agency. Also,
provide the 6 digit employee ID as assigned in SHARE HCM in the Part II Taxpayer Identification Number (TIN) &
Taxpayer Identification Type section and mark the Employee ID box.
4.
1099 Reporting Check the appropriate box that applies to the type of services being provided to the State. If the
type of service is not specifically stated, enter the type of service in the Other box.
PART II: TAXPAYER IDENTIFICATION NUMBER (TIN) & TAXPAYER IDENTIFICATION TYPE
1.
Taxpayer Identification Number Enter TIN with no dashes in the boxes provided
a.
TIN is always a 9-digit number. Provide the Social Security Number (SSN) assigned by the Social Security
Administration (SSA) or the Federal Employer Identification Number (FEIN) assigned to the business or
other entity by the Internal Revenue Service (IRS).
b.
Employee ID is always a 6-digit number. Provide the employee ID assigned by the State of New Mexico for
payroll processing in SHARE HCM.
2.
TIN Identification Type Mark the appropriate box for the TIN provided above.
PART III: ADDRESS
1.
Address Where correspondence, payment(s), purchase order(s) or 1099s should be sent.
a.
Employees If a current employee, please provide this following:
i. Address Line #1:
State Agency Name
ii. Address Line #2:
Field Office Mailing Address
iii. Address Line #3:
N/A
b.
CDBG When providing a Community Development Block Grant (CDBG) remittance address, enter CDBG on
line #1 and entities remittance address in address line #2
2.
Remittance Address If different than Address
3.
Zip Code and Phone Number The 5 + 4 code will be required to be entered for all zip codes. If the last 4 digits
are unknown, then 4 zeros (0) can be entered. Do not enter the “-“ as part of the zip code. When entering the
phone number, only enter the 10 digit number. Do not enter the “( )” or “-“ as part of the phone number.
PART IV: CERTIFICATION
By signing this document you are certifying that all information provided is accurate and complete. The person signing this
document should be the partner in the partnership, an officer of the corporation, the individual or sole proprietor noted
under legal name above, or the New Mexico State Employee for which the vendor account is established.
Identifying information is required of the person signing the form.
PART V: OPTIONAL DIRECT DEPOSIT (ACH) You may elect to receive payments from the State of New Mexico through
Automated Clearing House (ACH) direct deposit. Please provide a copy of a voided check or letter from financial institution
with the banking information. Without one of the two items, ACH information WILL NOT be entered and payments will be
made by warrant. Select the type of account being provided.
I Acknowledge Print name and sign to acknowledge the IAT warning and to authorize the State of New Mexico to initiate
direct deposit of funds to your financial institution provided.
Privacy Act Notice Section 6109 requires you to furnish your correct TIN to persons who must file information
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