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No, you didn't make a mistake. Some companies/agents just want the form at a different time...kind of like government work..."yes, we want that form, but not yet. You have to wait until step 1 to give us that form." So, the reason it's not listed by Temper as needing a W-9 is that you don't need to submit one with your order, but the agent may want one later on, like when you sign an enrollment card.

dave fish/moneypaper
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