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form "
<br />Bequest for Taxpayer
<br />Give form to the
<br />fiay. ocrober 2co'f)
<br />identification Number and Certification
<br />requester. Do not
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<br />send to the IFPS.
<br />Intarxe seven,""servha
<br />Name (as shown on your income tax return)
<br />Templeton
<br />_Peter
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<br />Business name, it different from above
<br />o
<br />Templeton Planning Group
<br />a o
<br />i?y
<br />Check appropriate box: N Individual/Sele proprietor ❑ Corporation 0 Partnership
<br />❑ Limited liability company. Enter the tax classification (D: disregarded entity. G=corooration, P=partnership) It,.. _....
<br />Exempt
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<br />payee
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<br />List account, numbers) here (opttone) T_
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<br />Taxpayer Identification Number (TIN)
<br />Enter your TIN in the appropriate box. The TIN provided must match the name given on Line t to avoid Simal security number
<br />backup withholding. For Individuals, this is your social security number (SSN). However, for a resident
<br />alien, sole proprietor, or disregarded entity, see the Part I instructions on page 3. For other entities, It is
<br />your employer identification number (Ell f).. If you do not have a number, see Now to eget a TIN on page 9. or
<br />Note. If the account is in more than one name, see the chart on page d for guidelines on whose Employer tdentitidattoo numbor
<br />number to enter.
<br />,
<br />Under penalties of perjury,. I certify that:
<br />The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me), and
<br />2. 1 ant not subject to backup withholding beeati (a) I am exempt from backup withholding, or (o) t have not been natured by the Internal
<br />Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has
<br />nottr,ed me that I amno longer subject to backup withholding, and
<br />3. 1 am a U.S. citizen or other U.S. person (defined below).
<br />Certification instructions. You must cross out item 2 above If you have been notified by the IRS that you are currently subjectto backup
<br />withtialding because you have failed to report all interest and dividends on your tax retum. For real estate transactions, Item 2 does not apply.
<br />For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement
<br />arrangement (IRA), and generally, payments of ,.- nterest and dividends, you are not required to sign the Certification, but you must
<br />provide your correct TIN. Seethe f�� on page k.
<br />Sign I
<br />Here I u.s. per o — ` .— -- Date > June 13, 2016
<br />General instructions
<br />Sectionreferences are to the Internal Revenue Coda unless
<br />otherwise noted:
<br />Purpose of Form
<br />A person who is required to file an information return with the
<br />IRS must obtain your correct taxpayer identification number Cl
<br />to report, for example, income paid to you, real estate,
<br />transactions, mortgage Interest you paid, .acquisition or
<br />abandonment of secured property, cancellation of debt, or
<br />contributions you made to an IRA.
<br />Use Forty W-9 only if you are a U.S. person (including a
<br />resident alien), to provide your correct TIN to the person
<br />requesting It (the requester) and, when applicable, to:
<br />1. Certify that the TIN you are giving Is correct (or you are
<br />waiting for a number to be issued),
<br />2. Certify that you are not subject to backup withholding, or
<br />3. Claim exemption from backup withholding If you are a U.S.
<br />exempt payee. If applicable, you are also certifying that as a
<br />U.S. person, your allocable share of any partnership income from
<br />a U.S. trade or business is not subject to the withholding tax on
<br />foreign partners' share of effectively connected Income.
<br />Note. If a requester gives you a form other Chan Form W-9 to
<br />request your TIN, you must use the reques(er's form if it Is
<br />substantially similar to this Form W-9.
<br />Definition of a U.S, person. For federal tax purposes, you are
<br />considered a U.S. person If you are:
<br />r An individual who is a U.S. citizen or U.S.. resident alien,
<br />• A partnership, corporation, company, or association created or
<br />organized In the United States or under the laws of the United
<br />States,
<br />r An estate (other than a foreign estate), or
<br />♦ A domestic trust (as defined in Regulations section
<br />301.7701-7).
<br />Special rules for partnerships. Partnerships that conduct a
<br />trade or business in the United States are generally required to
<br />pay a withholding tax on any foreign partners' share of Income
<br />from such business. Further, in certain cases where a Form W-9
<br />has not been received, a partnership Is required to presume that
<br />a partner is a foreign poison, and pay the withholding tax.
<br />Therefore, if you are a U.S, person that Is a partner in a
<br />partnership conducting a trade or business in the United States,
<br />provide Form W-9 to the partnership to establish your U.S.
<br />status and avoid withholding on your share of partnership
<br />income.
<br />The person who gives Form W-9 to the partnership for
<br />purposes of establishing its U.S. status and avoiding withholding
<br />on Its allocable share of net Income from the partnership
<br />conducting a trade or business In the United States Is In the
<br />following cases:
<br />a The U.S, owner of a disregarded entity and not the entity,
<br />Cat, tie. 1023Ix Form W-9 (Roar -'10-2007)
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