What is Form W-9 in Stock Transfer Services?

An IRS form used to certify a U.S. payee's taxpayer identification number (TIN) and backup withholding status, commonly required by transfer agents before processing dividend payments or account changes.

What is W-9 in Stock Transfer Services?

An IRS form used by US persons to certify their taxpayer identification number (TIN) and exempt status for backup withholding purposes, required by transfer agents for account opening and corporate action proceeds.

← Back to Stock Transfer Services

Stock Transfer Services Glossary

47 terms total — 2 showing — Last updated 15 Sep 2026

↓ CSV ↓ CSV (all) ↓ JSON ↓ PDF Add Candidate

Term of the Day

Re-registration

Intermediate Technical IVT

The process of changing the name or form of ownership in which shares are registered on the books of the transfer agent, such as following a death, marriage, legal name change, or gift.

15 Sep 2026

See full entry →

Showing 1–2 of 47

Form W-9

Basic Formal IVT

An IRS form used to certify a U.S. payee's taxpayer identification number (TIN) and backup withholding status, commonly...

W-9 taxpayer certification form

Document Type Full entry →

W-9

Intermediate Technical IVT

An IRS form used by US persons to certify their taxpayer identification number (TIN) and exempt status for backup withho...

IRS Form W-9 TIN certification form

Document Type Full entry →

Glossary terms, with category, difficulty and definition
Term	Category	Difficulty	Definition
Form W-9 IVT	Document Type	Basic	An IRS form used to certify a U.S. payee's taxpayer identification number (TIN)...
W-9 IVT	Document Type	Intermediate	An IRS form used by US persons to certify their taxpayer identification number (...

Glossary Stats

Total terms 47

IVT eligible 47

Verified 0

basic 8

intermediate 27

advanced 12