The blank W-9 Form is used to obtain tax reporting information to set up a Supplier, which can be an individual, a business, or other entity. A Supplier record is only required for Suppliers providing services that can be paid on a Supplier Invoice.
The W-9 form must be completed and signed by the Supplier and attached to the request to create a new Supplier record. It is allowable for the Supplier to return the completed W-9 form by fax or PDF.
To reduce the risk of identity theft, do not attach the W-9 form to the Supplier Invoice.
If the service provider is a nonresident alien, a W-9 cannot be completed to create the Supplier record. If the nonresident alien service provider desires to be exempted from 30% withholding for federal taxes, an IRS Form 8233 must be completed instead. If the nonresident alien service provider does not qualify to be exempted from 30% withholding, this can be acknowledged in the Enter Your Comment field when submitting the request to create a Supplier record.
If the Supplier is a foreign business or other foreign entity performing services in the United States, a W-8BEN-E form is used to create the Supplier record. Like the W-9 form, it is allowable for the Supplier to return the completed W-8BEN-E form by fax or PDF.
For more detailed instructions, please see Payments for Services.
If you have questions about completing the W-9, IRS Form 8233, or W-8BEN-E forms, please call Matt Devick (294-0457).