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W-9 Form Guide

The W-9 form is used to update the information eXp Realty has on file for U.S. agents. Active agents can use this form to:

Submit a legal name change
Add, remove or modify a business entity
Update the address on file with eXp

Before Submitting Your W-9 (for Legal Name Changes):

✅ Update your name with the Social Security Administration� ✅ Update your name with your Real Estate Commission(s)� ✅ Fill out the W-9 form using your new name� ✅ In the “Additional Information” section, include:� • Your current name on file with eXp� • Your current eXp email address

🔁 Once submitted, your eXp email and websites will be updated with your new name.

W-9 Request Checklist for eXp Agents

The W-9 form must match how you file your taxes. eXp uses it to report your earnings to the IRS and generate a 1099, unless your entity type is exempt.

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W-9 Quick Guide: Click on your entity below

👩‍💼Individual🧑‍💼

📝Sole Proprietor/Single-Member LLC📝

🏢 C Corp, S Corp, Partnership or Trust🏢

🧱LLC Filing as an S Corp, C Corp, or Partnership🧱

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Individual

W-9 Form for Individual:

Section 1 – Enter your legal name exactly as you file taxes�
Section 2 – Leave this blank�
Section 3 – Select the first checkbox (Individual/Sole Proprietor)�
Enter your address�
Enter your SSN �
Sign and date the form�
Submit

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Single-Member LLC with SSN

W-9 Form for Sole Prop/Single-Member LLC (Disregarded Entities Only):

If you are filing using your SSN, follow these steps:

Section 1 – Enter the owner’s full legal name (not the LLC name)
Section 2 – Enter the LLC’s name, including “LLC”
Section 3 – Select the first checkbox (Individual/Sole Proprietor)
Continue to Step 5 on the bottom right side of this page.
Enter your mailing address
Provide your SSN
Sign and date the form
Submit

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Single-Member LLC with EIN

W-9 Form for Sole Prop/Single-Member LLC (Disregarded Entities Only):

If you are filing using your EIN, follow these steps:

Section 1 – Enter the LLC’s name, including “LLC”
Section 2 – Leave Blank
Section 3 – Select the first checkbox (Individual/Sole Proprietor)
Enter your mailing address
Provide your EIN
Sign and date the form
Submit

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C Corp, S Corp, Partnership or Trust

W-9 Form for Corp, Partnership, Trust:

Section 1 – Enter your full legal company name�
Section 2 – Leave blank unless you operate under a DBA�
Section 3 – Select the checkbox for your tax classification (C Corp, S Corp, Partnership, or Trust�
Enter your business address�
Enter your EIN only (do not use a SSN)�
Sign and date the form�
Submit

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LLC Filing as an S Corp, C Corp, or Partnership

W-9 Form for LLC Filings:

Section 1 – Enter the full name of your LLC, including “LLC”�
Section 2 – Leave blank unless you operate under a DBA�
Section 3 – Select the LLC checkbox and choose your tax classification (C = C Corp, S= S Corp, P = Partnership)�
Enter your business address�
Enter your LLC’s EIN only �
Sign and date the form�
Submit

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