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How to request a W9 form

You can self-serve your W9 form via your customer portal.

A W‑9 is a US IRS form that provides a taxpayer’s name, address, and Taxpayer Identification Number so a payer can report payments and issue forms like a 1099.

You can download a W9 directly from your Customer portal on Upflow.

  1. Click the dropdown 'Download' and choose:

    1. W9 form

  2. Click to Download

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