A W-9 is an IRS form used to provide an organization’s legal name, tax classification, and Taxpayer Identification Number (TIN).
Use the W-9 task in Workspace to provide the most recent W-9 for a registered covered entity. The W-9 must use the most recent IRS revision. A current W-9 template is available for download from the Resources page.
Review or update your W-9
To review or update the W-9 on file for a covered entity, complete the W-9 task in Workspace using the steps below.
Navigate to My Workspace.
Select the General category.
Locate and expand the W-9 File task.
Select the covered entity whose W-9 you want to review or update.
Tip: If the covered entity is not displayed, use the 340B ID filter to select a specific covered entity or the Status filter to view To do, Complete, or All Tasks.
Confirm whether the W-9 on file is current:
Select Yes, the stored info does not require updating if the existing W-9 is correct.
Select No, I need to update this information if you need to provide a new W-9.
If an update is required, upload your current W-9 as prompted.
Review and select Submit & Complete to submit the document and complete the task.
Once submitted, the W-9 File task is marked complete for the selected covered entity.
Note: Only one user needs to complete the task for each covered entity. Once completed, the task is also removed from the outstanding task lists of other users associated with that entity.
Still have questions?
If you have questions or need additional help, our team is here for you — please feel free to reach out using any of the contact options below:
Chat: Available via in-app messenger
Email: [email protected]
Phone: (878) 788-8907