W-9 & W-8BEN
Do I need to get a W-9/W-8BEN?
- The vendor will be paid with a check.
- The vendor will be paid with a wire.
- Accounts Payable does not have one on file.
- The payment is strictly a reimbursement (i.e. mileage or flight for a recruit)
- All reimbursements must have a receipt (or map documentation for mileage).
- The vendor will be paid with a PCard.
- Accounts Payable already has one on file.
What is the difference between a W-9 and a W-8BEN?
- For ALL businesses (including non-profit) with an Employee Identification Number
- For individuals with a Social Security Number
- For individuals that are a resident alien of the U.S. with an Individual Taxpayer Identification Number
- For ALL businesses (including non-profit) without an Employee Identification Number
- For individuals that don’t have a Social Security Number or an Individual Taxpayer Identification Number (i.e. not a U.S. citizen)
How do I get a W-9?
- If the vendor is an individual, you can send him/her a blank copy to fill out for you.
- If the vendor is a business, your contact should be able to get one from his/her Accounting Department. Most Accounting Departments are very familiar with the form and already have one filled out that they can email/fax you.
- If you have any trouble obtaining a W-9, please contact the Buyer in Procurement who is processing your Requisition.
All W-9s and W-8BENs must have a signature.
All W-9s must have EITHER a Social Security Number OR an Employee Identification Number but NOT BOTH or it will be returned.
When submitting a W-9 or W-8 BEN form, please ensure that the most current version of Form W-9 or W-8 BEN, as provided by http://www.irs.gov/, is used.
If you have any questions about W-9s and W-8BENs, please contact Accounts Payable by email firstname.lastname@example.org or by phone (434) 592-3166.