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How to request a W-9
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Written by Liam Mason
Updated over a week ago

Need to request a W-9 from a vendor? Here's how you can do it directly through Glean!

  1. Navigate to the vendors page

  2. Select Documents or [...] and select Request W-9

  3. Enter in the vendor's contact information. This will send the vendor an invitation to upload their W-9.

  4. The vendor will receive an email like the below where it will include a secure link to submit their documentation.

  5. Once the vendor enters the W-9, you'll receive confirmation letting you know directly via email

  6. The W-9 will be stored under Documents in Glean

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