W-9 Process Template
Simplify how you create W-9 documents and other contractor financial paperwork with a completely digital process.
Whether you onboard dozens of independent contractors a month or only a few, you want to help them get to work as soon as possible. Don't weigh down their first day with stacks of tedious paperwork. With Formstack and Formstack Documents, we've made it easy for your team to streamline this process. Simply send your W-9 form to your contractors. Once they hit submit, they will receive an email requesting a signature on the populated document. Let new contractors complete paperwork before their start date so they can dive straight into work on their first day.
Getting started with this automated workflow is a breeze using Formstack Forms. Features like our drag-and-drop form builder, Theme Editor, Conditional Logic, and add-ons help you create professional looking forms with ease. Simply add this template to your Formstack Forms account to start gathering data you need.
With Formstack Documents, generating PDFs and Microsoft documents is a breeze. Auto-populate professional documents with form data, send customizable email notifications, and more. Simply add this W-9 template to your Formstack Documents account to get started.
With Formstack Documents and InsureSign by Formstack, it's easier than ever to populate documents and collect electronic signatures on W-9s. Take advantage of advanced features such as delayed delivery, customized emails, and more. Using InsureSign by Formstack, you can create an HR workflow that makes the signing process quick, easy, and painless.
Building an HR workflow with these two templates is easy and only takes a few simple steps.
Log in to your Formstack Documents account, and select the W-9 from the list of templates. Next, you'll need to identify where your data is coming from. Select "Use a data collection form."
Store and organize your documents using our cloud storage tool, Stash by Formstack. Choose the "Save my documents in Stash" option, or integrate with other cloud storage tools under the "Deliver" tab.
Navigate to the "Deliver" tab to prepare your document for signing. To set up your InsureSign delivery, select "InsureSign by Formstack" and customize options as needed.
Next, log in to Formstack to connect your W-9 template. Under "Settings," select "Integrations." Choose the Formstack Documents integration and select your W-9 template from the list of documents
Review all fields to ensure your Formstack data is correctly mapped to your W-9 template. Turn on your workflow and send contractors your link to start automatically populating your W-9 document.
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