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W9 SOP
Open W-9 Form access from your desktop if it has been saved there or click here
w-9 2024 form
Click
,
select Type text
(May have to scroll down to the left side).
Move Cursor into the Date field
Type in the date (Click the larger A to increase font size if necessary)
Click Email Envelope (To the right)
Then click
A New Email Message appears with PDF Attached
Enter Customer’s Email Address
W-9 Form should already be in the subject line
Add a Note in Body of Email if Desired
Insert Your Email Signature
Click Send
Username or Email Address
Password
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Lost your password?
, select Type text (May have to scroll down to the left side).
