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Office of Financial Management Services
Tax Reporting and Retirement |
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Substitute Taxpayer Identification Number and Certification Form W-9
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Request from Indiana University for a Taxpayer Identification Number (FEIN)
This form should be requested from the payee when Indiana University makes a payment to an individual or other entity for goods or
services provided.
The purpose of the W-9 is for the payee to certify their name and tax ID and that they are a US person. We are required
to collect this information in the event that an information return is filed related to payments made. However, request for a W-9 does not
indicate the payment is reportable income for tax purposes. For example, if the payment represents reimbursement of travel expense for
university business related travel that is substantiated by receipt within a reasonable time from the date it was incurred, the
reimbursement will not be reported on any tax document.
Requests for Indiana University's Taxpayer Identification Number
Use this form when a customer or vendor requests confirmation of Indiana University's federal
taxpayer identification number. This form is usually requested when an entity is making payments
to Indiana University.
Before returning this form to the customer or vendor which requested it, you must
complete the
- "Remittance Information" portion of the form
AND - have it signed by
the fiscal officer in the department
Failure to do so may result in customer
payments being directed to the wrong mailing address and failure to credit customer payments
to the appropriate departmental account or accounts receivable system record.
Substitute W-9 requested from Indiana University
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