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W-9 Form: Setting Up New Payees

Learn more about W-9 requirements for payees with a United States taxpayer identification number or Social Security Number.

If the payment is subject to reportable income, and the payee is a U.S. person, a W-9 form will be required when departments request that a new payee be set up for MyPayments.

The MyPayments payee set-up request form includes a link to download a W-9 form, and and provides a way to upload the form along with the request form submittal.

Departments can also obtain a W-9 (PDF), and submit the completed Fax Cover Sheet (Excel Version or PDF Version) and the W-9 to the fax number (this is a dedicated, secure fax line) on the cover sheet.

Note: Until further notice, this requirement does not apply to:

  • New vendors being set up for purchase orders
  • Foreign payees

The IRS requires a W-9 form to certify the taxpayer ID number, type of taxpayer (individual, partnership, or corporation), and the status as non-profit, exempt, etc. W-9s are required for payees who will receive payment subject to reportable income on the IRS 1099 form. Examples of reportable transactions include:

  • Rent
  • Royalties
  • Medical and health care payments (including corporations)
  • Prizes and awards
  • Research subjects
  • Blood donors
  • Professional services
  • Entertainers
  • Honorariums
  • Guest lecturers
  • Attorney fees
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