You can upload an updated W9 at any time easily through your First Connect Agency Connector under your My Account tab
To access your W-9 information, start by clicking on the "My Account" tab located on the left side of your screen. From there, navigate to the W-9 section and locate the pencil icon in the top right corner.
When you click on the pencil icon within the W-9 section, a pop-up window will appear, providing you with the opportunity to update your tax entity type. To add a new W-9 PDF, simply click on the "Upload W-9 File" option. Remember to save your changes by clicking the Save button once you have finished making any necessary updates.
Our compliance team will carefully review your W9 within a timeframe of 24 hours. It is essential to keep in mind that if you file using your Agency FEIN, it is necessary for your P&C Business licenses to be active in order to conduct business as a business entity.