Form W-5 Instructions

Checklist

W-5 - Earned Income Credit Advance Payment Certificate (pdf)

The Earned Income Tax Credit (EITC) sometimes called the Earned Income Credit (EIC), is a refundable Federal income tax credit for low-income working individuals and families. Please read the EITC Overview for more information on this benefit.

If you think you may be eligible for the EITC, examine IRS Publication 596 (pdf), Earned Income Credit, which explains the regulations for qualifying and claiming the EITC and Advance EITC payments. Use the EITC Eligibility Checklist on the last page to quickly determine your eligibility.

If you wish to claim earned income credit.

1. Enter your name and social security number on Form W-5.
2. Check the appropriate boxes under 1, 2, and 3.
3. Sign and date the form.