The W-9 Request for Taxpayer Identification Number and Certification is a form used in the US to supply third parties of tax information in order to file with the IRS.

Indivuals and partnerships will require a form 1099 to be submitted to the IRS to accurately verify their claimed income. In order to successfully transmit this information, the following sections of the W-9 must be completed.



1. This is the name that has been registered with the tax Identification number (TIN) located in Part 1

2. This name is usually submitted along with the TIN, however it is not a required field if it is the same as line 1. Upon RDA verification with the IRS, if this name comes through as not verified, it will be added into the address line of the vendor card.

3. A box must be checked off in this section in order to process the correct tax forms. If Limited Liability company is selected, they must indicate at the arrow the type of business they are (Individual, partnership, C or S corporation)

5. Address as they have indicated on their tax registration

6. City, State and Zip as indicated on their tax registration

7. Account numbers if applicable


Part 1 - This is their tax identification number(TIN) and can either be their social security number (individuals only) or their Employer identification number (EIN)

Part 2 - The vendor must sign and date the form for legal purposes.


This should accompany any new vendor setup where the vendor is based in the US.

If a company is requesting a name change, we will require a copy of their W-9 to verify the TIN number is unchanged. If the TIN has changed, the request will be rejected and a new request ticket will need to be submitted that includes the vendor code that will need to be blocked.