Vendor Setup · ACH and W9

1. Company information

Use the name exactly as it appears on your tax return.

Legal name (individual or entity)

Business / DBA name (if different)

Contact person

Email

Phone

Street address

City, state and ZIP

Tax information (W9)

Attach a W9 you already signed, or let this page fill out the IRS Form W9 (Rev. March 2024) for you.

Attach my signed W9PDF or photo of your completed form Fill it out hereWe create the signed W9 for you

Federal tax classification

Taxpayer ID type

Taxpayer ID number

Exempt payee code (if any)

FATCA exemption code (if any)

Line 3b: we are a partnership, trust or estate (or LLC taxed as one) with foreign partners, owners or beneficiaries

Bank account for ACH payments

Payments will be deposited into this account.

Have wiring instructions or a bank letter? (optional)

Upload it and we'll read it and fill in the bank details below for you. You can still edit anything.

Request type

New enrollment Change of existing info

Bank name

Account holder name

Routing number (9 digits)

Account type

Checking Savings

Account number

Confirm account number

Voided check or bank letter (PDF, JPG or PNG, up to 3 MB, recommended)

Certificate of Insurance (COI)

Upload your current Certificate of Insurance. It's an upload only, there's nothing to fill out.

Certificate Holder must read

Send this to your insurance agent so they list it exactly like this in the Certificate Holder section.

Your COI (PDF, JPG or PNG)

General Liability expiration date

From the Commercial General Liability line of your COI (POLICY EXP). We'll remind you before it expires.

My COI isn't ready yet. I'll send the other documents now and upload the COI later (we'll email you a link).

Certification and signature

Printed name

Title (optional)

Type your full name to sign

I agree that typing my name above is my electronic signature on the W9 and the ACH authorization, and that the information is true and correct.

ACH and W9 Information

This link is not complete