Form W-9 · Rev. March 2024
Use the official form and requester instructions to verify the information in your preparation summary.
Tax Form Prep
Free W-9 & W-8BEN Preparation Tool
Organize information for a W-9 or W-8BEN, save a browser-based draft, and download a review summary to check against the current official IRS form.
W-9 · Rev. Mar. 2024W-8BEN · Rev. Oct. 2021Browser-based draft
Supported forms and editions
Keep the current IRS form beside you
This browser-based wizard supports W-9 preparation for U.S. persons and W-8BEN preparation for foreign individuals. It creates a review summary, not an official IRS form. It does not prepare W-8BEN-E for foreign entities.
Form W-8BEN · Rev. October 2021
The IRS identifies W-8BEN as the individual form. Foreign entities should use the official W-8BEN-E resources instead.
IRS editions and links checked July 16, 2026. Draft values are saved in this browser's local storage so you can continue later; the generator code does not submit those values to Gruv.
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Process
How it works
- 01
Pick the form type
W-9 for a U.S. person or W-8BEN for a foreign individual.
- 02
Enter identity + residency
Work through the fields supported by the selected preparation flow.
- 03
Review the draft
Check identity, address, TIN, and any treaty entries for accuracy.
- 04
Compare with the IRS form
Download the summary, then transfer and verify details on the official form.
Frequently Asked Questions
Which forms does this tool support?+
This wizard supports W-9 preparation for U.S. persons and W-8BEN preparation for foreign individuals. It does not prepare W-8BEN-E for foreign entities.
Is the downloaded PDF an official IRS form?+
No. It is a preparation summary for review. Compare every entry with the current official IRS form and instructions before signing or submitting anything.
Can this tool decide whether I qualify for treaty benefits?+
No. It provides fields for organizing a possible treaty claim, but it does not verify eligibility, treaty articles, or withholding rates. Check the official instructions and your facts.
Where is my draft saved?+
Draft values are stored in this browser's local storage so you can continue later. The generator code does not submit those values to Gruv, and no sign-up is required.
Turn form prep into a reviewable onboarding step
Use the summary to organize form details, then validate the official IRS form and requester requirements before adding it to an onboarding record.
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