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How to Sign W-9 Forms Online with BoldSign

The W-9 form is a document used to request taxpayer identification numbers (TIN) and other information from individuals and businesses for tax reporting purposes in the U.S. However, the traditional process of printing, signing, scanning, and mailing the form can be time-consuming and inefficient.

BoldSign streamlines the W-9 form signing process, making it easier and more convenient than ever before. By creating a BoldSign template for W9, you can send a W-9 form in just a few clicks.  

A few advantages of utilizing BoldSign include considerable time savings, faster document processing, heightened security, and reduced manual work. 

Sign W-9 forms - The Traditional Process

In the past, signing a W-9 form involved several manual steps, which were not only time-consuming but also prone to errors. The traditional process included:

  • Printing the W-9 form: The form would first need to be printed, which requires access to a printer and physical paper.
  • Manually signing: After printing the form, the taxpayer would have to sign it manually.
  • Scanning the signed form: Once signed, the form would need to be scanned to create a digital copy for online submission or just their records.
  • Mailing the form: Finally, the taxpayer had to send the form back to the requesting party either by mail or through email.
Note: You can download a W-9 form in PDF format from the IRS website.

Automatic field detection

Creating a W-9 form can be a tedious task due to the numerous fields that need to be added manually. But BoldSign’s automatic form fields detection feature finds all the form fields in the document and automatically adds equivalent editable form fields in their place. So, you do reate and place the form fields manually. This will save you a lot of time.

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W-9 tax form uploaded to BoldSign

When you click the Create button, the form fields will be automatically added to the form, as you can see in the following image. Now, you can fill in the necessary details to make the form ready for signing.

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Form fields are automatically replaced with BoldSign Form fields

Send the W-9 Form for Signing

You can just send the W-9 form to your clients by following the next steps.
1. Click Create New in the top-left corner of the page. Select Create New Document.
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Create new document
2. Upload the document to be signed. Fill out the recipients and click Next to continue.
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W-9 form with signers added

3. Use the fillable form option to create the form fields automatically.

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W-9 tax form uploaded to BoldSign

4. Just drag and drop the signature field to the desired page and click Send in the right corner.

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Signature field added
Note: When you repeatedly send the same contracts out for signatures, you can create a template and use that instead of completing these steps every time.

Conclusion

Gone are the days of dealing with cumbersome, paper-based processes to sign W-9 forms. BoldSign’s innovative eSignature platform simplifies the entire process, making it easier, faster, and more secure. Whether you’re a freelancer, independent contractor, or a business owner, BoldSign can transform the way you handle tax documentation, leaving you with more time to focus on what truly matters—your work.

So, why waste time and energy with traditional methods when you can embrace the convenience and efficiency of BoldSign to sign W-9 form? Sign up for BoldSign today and experience the future of eSignatures!

Meikanda Nayanar

Meikanda Nayanar

A veteran product manager at BoldSign, boasting a decade-long journey as a .NET developer. With a rich history of leading product development across diverse technologies like Windows Forms, WPF, UWP, Xamarin.Forms, Flutter, and MAUI, Meikandan brings a unique blend of technical expertise and strategic insight to the table.

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Meikanda Nayanar

Meikanda Nayanar

A veteran product manager at BoldSign, boasting a decade-long journey as a .NET developer. With a rich history of leading product development across diverse technologies like Windows Forms, WPF, UWP, Xamarin.Forms, Flutter, and MAUI, Meikandan brings a unique blend of technical expertise and strategic insight to the table.

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