To access your W-9 information, click your initials in the top right corner and select My Account. Then scroll to the W-9 section and click the pencil icon in the top right corner to edit.
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.