Students Staff Volunteers Candidates Participants and other persons that require vendor setup to receive a payment must have the requesting department complete the Activation Maintenance Request for Reimbursement Payments Form found at Instructions for completing this form Prior to Oregon State University issuing a purchase order or payment to you we require a completed OSU Substitute W-9 Form to be on file with the University.

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How to fill out the Substitute W 9 For Oregon State University Form online

This guide provides clear, step-by-step instructions for completing the Substitute W 9 For Oregon State University Form online. By following these steps, you will ensure that your submission is accurate and compliant with the requirements set by Oregon State University.

Follow the steps to accurately complete the Substitute W 9 form.

  1. Click the ‘Get Form’ button to obtain the form and open it in your preferred editor.
  2. Select whether you are submitting a New Request or an Update. If you are updating, please provide your Vendor ID Number if known.
  3. Enter your entity's Legal Name exactly as it appears on your IRS documents along with the corresponding Taxpayer ID Number.
  4. If your entity operates under a 'Doing Business As' (DBA) name, enter it in the DBA field; otherwise, leave this field blank.
  5. Provide your entity's Contact Information, including name, phone number, title, fax number, and email.
  6. Select all relevant options for the Vendor Type and MWESB status sections.
  7. Fill in your entity's Payment Address and Order Address. If the Order Address is the same as your Payment Address, check the corresponding box.
  8. For direct deposit setup, input your bank information, specifying whether it is a savings or checking account. Note that foreign banks are not permitted.
  9. Include a voided check to verify the account for direct deposit.
  10. Ensure that a company officer signs the W-9 Certification and prints their name and title beneath the signature.
  11. A company officer must also sign the Direct Deposit Authorization and Agreement, printing their name and title below the signature.
  12. Send the completed form along with the voided check to the designated address provided at the bottom of the form.

Complete the Substitute W 9 Form online to ensure timely processing of your payments.

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What is the equivalent of a W9?

What happens if I'm asked to complete Form W9 and I'm not a US person? Form W9 is intended for US persons, as explained in question 2. The equivalent form that applies to non-US persons is W8-BEN (for individuals) and W8-BEN-E (for entities).

What is an Oregon W9? Use Form W-9 to provide your correct Taxpayer Identification Number (TIN) to the person who is required to file an information return with the IRS to report, for example: Income paid to you. Real estate transactions. Mortgage interest you paid.

In order to determine its status, the U.S. clients may request the Canadian business to complete Form W-8BEN, W-8ECI, W-8IMY or W-8EXP depending on the situation. In some cases Form W-9 is provided, however, Form W-9 should only be completed by U.S. persons.

The W-9 contains sensitive information that should be kept private and secure. Don't send your completed W-9 as an unsecured or unencrypted email attachment. Instead use secure methods of transmission, such as hand delivery, mail, or encrypted file attachments to an email to the person who requested it.

Only US-based companies need to collect Forms W-8 or W-9. If a company is based outside of the US, there's no need to collect them.

The form requires a taxpayer to provide their name, address, tax classification, and withholding requirements. The form must be signed, and the signing taxpayer is subject to civil and/or criminal penalties for willful non-compliance.

If you are a foreign person, do not use Substitute Form W-9. Instead, use the appropriate IRS Form W-8 (see Publication 515, Withholding of Tax on Nonresident Aliens and Foreign Entities).

Adobe Acrobat Open the necessary PDF form, choose Forms & Signatures > Prepare Form and click Add a Date Field. Drag it to the designated place in your form. Double-click the field to open its Properties. Go to Format and select the date format you need. Save changes.

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