How does the vendor select and complete their W-9/W-8 form?

Last modified 5/18/2023 6:38:30 AM EST

You can request W-9/W-8 forms from your vendors either through an email request or a hosted page:

• Email Request – Sends a secure link directly to your vendor’s email, allowing them to select, complete, and submit the appropriate W-9/W-8 form online.

• Hosted Page – A secure, public URL generated for each payer that simplifies form collection by allowing vendors to access and submit their forms directly. You may also generate a QR code version of the URL, and enable the vendors to scan and submit.  Click here to learn more about the hosted page.

Forms available for vendors

• Form W-9 – For U.S. persons, including citizens, resident aliens, and domestic entities, to provide their TIN.

• Form W-8BEN – For foreign individuals who are beneficial owners of U.S.-source income and not subject to U.S. taxes.

• Form W-8BEN-E – For foreign entities receiving payments subject to U.S. withholding or claiming treaty benefits.

• Form W-8ECI – For foreign persons with U.S.-source income effectively connected to a U.S. trade or business.

Steps for vendors to complete and e-sign the form:

Step 1: Open the secure link received via email or access the hosted page.

Step 2: Select the correct form from the list.

Step 3: Enter the required details such as name, TIN, and other relevant information.

Step 4: Verify the entered information and provide an e-signature to confirm accuracy.

Step 5: Submit the form and download a copy for their records.
 

After submission, you'll receive an email notification with a status update. The collected data will be available for use during your year-end 1099 filing.