Learn how to request corrected information from recipients with mismatched names and TINs.

1. Click Print on the side menu.
2. In the Print identity management forms section, click W-9 solicitations.
   
3. Enter the address the W-9 information should be mailed back to in the Return info section, then click Next.
4. Review the recipients of the W-9 solicitation:

   • The W-9 recipients section will auto-populate with recipients who have a TIN mismatch error. You can also use the search bar to look up recipients by name, TIN, or account number and add them to the print order.

   • To remove a recipient that does not need to receive a W-9 form, select the checkbox next to the recipient, then click the Delete icon.

5. Click Next.
6. Review your print order in the Order info section:

   • The number of W-9 solicitation recipients. Click View sample to view the W-9 solicitation sample document.

   • The flat fee and print and mailing fee.

   Note:

   The Return info section shows the information you previously entered. If you need to change it, click Setup W-9 order to go back to that step and edit the information.

   
7. Click Submit.