EFTA00292755.pdf
dataset_9 pdf 247.5 KB • Feb 3, 2026 • 1 pages
roan W-9
Ftw. December 201e
Request for Taxpayer Give Formro the
requester. Do not
Deprheent of ~neater Identification Number and Certification send to the IRS.
Interred Reverte Straka
I Name (es shown on your income tax reborn Name is rumen on the 1w do not heve die ane bank.
The 2017 Caterpillar Trust
2 Bosinne nerneidtaragerdn entity name II allvendMon above
iii:
! 3 Check appopret• box tor ledges tax dearcelion: check omy one of Nonbone 4 Emmett" teaswri., only to
certain enema. not viduee sin
0 0 meralts•Vide proodesor or 0 ocaporatk. 0 scorn°. 0 PwwenhU DI Tnadialice instructions on paint
segle er
O LI/rated %tartly company Enter the up mane:aeon (MC corporation. SeS commie& Fie pannennet a cent Payee orde ft any)
Miometkin Ma FATCA reporting
5
M Note. F •a sciliocarmeaf Il mat IS 00: 0 900010. 00 MS cited,1.LC: sack the appropriate box in me ere above kit
the tax ceastriwbon of the singternember owner. con el any)
-?. 2 ,--,
a: 0 1..) Other isop instrscliCA) P ~a is xeseenwerseinerer NNW
Æ IS kern% (numb... street. Mil apt. or seia ro.) Iniquetters tome and address letnionati
I 2
6100 Red Hook Quarter 83,
8 City. Slat and ZIP coo*
13 St Thomas 0 ,08002
T bal =Cunt numbertfl here kddonla)
kgrli Taxpayer Identification Number (TIN)
Enter yourT1N In the appropriate box. The TIN provided must match the name given on Melt° avoid Social novelty number
backup withholding. For inceviduals. INa is generally your social security number (SSN). However, for a
resident alien, sole proprietor, or disregarded entity, see the Mart I Instructions on page 3. For other 0 9 oI - 4 4 314 e
entitles. it Is your employer identification number (FIN). If you do not have a number. see How 10 get a
77N on page 3. or
Note. II the account is in more than one name. see the instructions for tine 1 and the chart on page a tor ptoyer IdestbfIcedon number
guidelines on whose number to enter.
F.mII
Certification
Under ratetaltles of perjury. I certify that
1. The number shown on this form is my correct taxpayer identification number (colons waling for a number lo be issued to me): and
2. I an not subject to backup withholding because: (a) tam exempt from backup withholding, or (b) I have nol been notilied by the Internal Revenue
Sent. gRiS) that lain subject to badiup withholding as a result of a failure to report all retest or dividends, or (c) the IRS has notified me Matt am
no longer subject to backup withholding: and
3. I am a U.S. Caren or other U.S. person (defined below); *MS
a. The FATCA cadets) entered on this form (11 any) Indicating that I am exempt from FATCA reporting is correct.
Certification instructions. You Must Øs out item 2 *bon If you have been notified by the IRS that you are currenthi subject to bar.kup withholding
because you have tailed to report all Interest and &skiers* on your tax return. For real estate transactions, kern 2 does not apply. For mciOCIIIIS
interest paid acquisition or abandonment of secured properly, cancellation of debt. contributions to an individual retirement arrangement (tRA), and
generally, payments other than interest and dividends, you are not required to sign the certification. but you must provide your correct TIN. See the
Instructions on page 3.
Sign
Here
Signature of
U.S. person •
E. )
J.Q-4L(-52`-- Pete >65) -11
• Form1098 (home mortgage Interest). 1
2 1 2 Oi g
E (shamed loon tolenip, 1098-T
General Instructions Neon)
Sieben references an to the Internal renn,. Code Wets aneroa noted. • Fpm 10911-C (canceled cIabl)
Future developments. elormatien about acudopmants altecteg Fenn W-1) (such • Form 1099-A (acooed« or abonOonmeni of secured omarms)
kodaiation ensued afar we manse n) a el wsw.ireposVhvg.
We Form Veg only II you en a ti S. person crewel/garner, wen). to
Purpose of Form prowdeyour conga TIN.
M ineviont or entity (Form W-9 requester) who Is requited to Pk en inkonstion N you do nee 'Sten Form VAS ro rov nrQuin4e, tath • TEN, you mere Oe RAN'«i
o bodes waNwiden. see meet o backup wdniYokhn97 on Woe 2
nib" with the IRS mutt obi* your coned taxpayerr IdentAcatien number (TIM
valor( may be your soon security rum*. team),Ircariduel eaten kerimIcallon By sky"? the raled-out Ø. you:
number Ø. ~peon taxpayer 'Sena/alien number (ARM. orernpieyerr I. Certify m the TIN you are gene s coned kr you are waning 1ot a number
demakation number (EIN). to wren on an Inkeraden return the amount paid to to be nertice
you. or other amount reportable On an Mornation return. ~Mead ~men
returns Inclglim. We an not Nmeed to. Pe kdowind. 2. Gently dat yOu an not subreel to backup waNutetang.
• Font, 1099-M (Merest Mad Or Paid) 3. Ctilm exempt», ham backvp ~heeling 9 Tenn* V.S. Øt
septa you uro Rio ceettlyng Mot matt& wreak your allocable shin el
• Form 1000-ON (dkedends. echo:Ant those teem slem or mutual funds) any partnership income from a vs trade et peens :snot wage to the
• Form 1099.14(SC (vartous types of Income. prima. awards, Or sea proceeds) waNgkilng tap, imam banners' sit ro el gasolinic connotes ikon, and
• tom 1099-B (stook or minuet Md sates and an other transactions by e. CanIN met FATCA codes/entered on tue form tel any) indaire that you are
brokers) woman som the FATCA ~tingle correct. Sae mart ‘• FATL reporthr on
• Foint 1099-S (proceeds from real estate transactions) moo 2br turile ~km
• Fono 1099.K (merchant card and Ingo party network innsactionsl
Cal. No. 10231X Form W-9 elev. 12-201a)
EFTA00292755
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- Document ID
- 22e8f8c0-7bc1-4faa-8639-73c2f8cd7f8d
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- dataset_9/EFTA00292755.pdf
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- Created
- Feb 3, 2026