Vendor setup · Example documents
Example documents
See what the documents look like before you fill in the real ones. Every example is marked EXAMPLE and uses made-up data.
Example W-9
Use the current form from the link below, not this picture. The picture is a simplified mock with made-up data.
- The current Form W-9 is the March 2024 revision. IRS, as of
- The IRS posts the current Form W-9 PDF at irs.gov/pub/irs-pdf/fw9.pdf. IRS, as of
- A sole proprietor or disregarded entity puts the owner's name on line 1 and the business name on line 2. IRS, as of
- Line 3a asks for the federal tax classification of the person named on line 1, with one box checked; an LLC checks the LLC box and enters its tax classification code. IRS, as of
- A disregarded entity (a single-member LLC is one by default) checks the box for the tax classification of its owner on line 3a, not the LLC box (Form W-9 instructions, Rev. March 2024). IRS, as of
- The TIN goes in Part I of the form, in the SSN box or the EIN box. IRS, as of
- For individuals the TIN is generally the SSN; resident aliens, sole proprietors and disregarded entities have special rules in the instructions. IRS, as of
- For entities other than individuals the TIN to enter is the EIN. IRS, as of
- You give a completed W-9 to the requester; you do not send it to the IRS. IRS, as of
Example certificate of insurance
Our own layout. The limit boxes show placeholders on purpose: your certificate shows your actual limits.
- A certificate generally lists one or more lines of insurance, the limits for those coverages, and the insurer. ACORD, as of
- The third parties who request certificates are called certificate requestors or holders. ACORD, as of
- The current ACORD 25 warns that the limits shown may be only the amounts the certificate holder asked for, not the full policy limits. ACORD, as of
- A certificate is not an insurance policy and does not provide, amend, extend or alter the policy's terms. ACORD, as of
Example business license
This mock shows the kind of details to look for on your own license.
Example training certificate
Certifying bodies each design their own. This mock shows the details a community looks for: who, what, when issued and when it ends.
Sources
- Form W-9 (Rev. March 2024) Internal Revenue Service. As of .
- About Form W-9, Request for Taxpayer Identification Number and Certification Internal Revenue Service. As of .
- What is a Certificate of Insurance? (ACORD FAQ) ACORD. As of .
- ACORD Forms Notification, December 2025 Bulletin ACORD. As of .
Official pages change. Each line shows the day we last read it.