Verification Process & Document Uploads
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      How to Sign a W-9 Form Electronically

      Creating and electronically signing a W-9 form is quick and easy. Follow these steps to complete and sign your W-9 form before uploading it to PaymentWorks.

      What You’ll Need

      1. A Blank W-9 Form:

        • Download the W-9 form from the IRS website and save it to your computer.
        • Important: Do not fill out the form on the IRS site as it will not save your information.

      2. Adobe Reader:

        • Download a free copy of Adobe Reader here.

      Steps to Complete and Sign the W-9 Form

      1. Open the W-9 Form in Adobe Reader:

        • Locate the saved W-9 form on your computer and open it in Adobe Reader.

      2. Fill Out the Required Fields:

        • Enter all necessary information directly into the form.

      3. Access the Fill & Sign Feature:

        • Click the “Fill & Sign” option in the lower-right sidebar.

      4. Add Your Signature:

        • Click “Sign” at the top of the form, then select “Add Signature.”
        • A pop-up will appear where you can:
          • Type your name.
          • Draw your signature.
          • Upload an image of your signature.

      5. Apply and Position Your Signature:

        • Click “Apply,” then place your signature in the designated area on the form.

      6. Save Your Signed Form:

        • Save the completed and signed form to your computer.

      Your signed W-9 form is now ready to upload to PaymentWorks. Following these steps ensures your form is properly completed, making your registration process with your customer seamless and efficient.