How Do I Review an Investor's W-9 or W-8 Form?

Signed W-9, W-8BEN, and W-8BEN-E forms are sent to an investing account and then reviewed by your team. Pending forms appear in Tax Forms to Review on Reporting under the Tax Documents tab.

Send a form for an account

1. Open the investor in Investors and find the Tax Forms panel for the investing account.
2. Click Send Tax Form.
3. Choose the Form, enter the Tax Status Shown on the Form, Date Signed, and Valid Through, If Any.
4. Attach the Signed PDF and enter the Reason for Sending This Form.
5. Click Send for Review.

Review a form

1. Go to Reporting, open Tax Documents, and find Tax Forms to Review.
2. Expand a form and click Open Signed Form.
3. Check the owner, tax details, signature, and dates against the account profile.
4. Click Review and Accept or Review and Reject.

Good to know

• Only a team member with tax ID access and approval rights sees the review buttons, and it must be someone other than the person who sent the form.
• The legal account profile must be complete before a form can be sent.
• A form whose Valid Through date has passed cannot be accepted.
• If the account profile changed after the form was sent, the review is blocked. Send a fresh form.
• Each new form becomes a new version that replaces the current one once accepted. A profile change may require a new form.
• Only PDF files are accepted.
• Syndelo does not choose a tax status or file these forms with the IRS.
• Related: How Do I Send K-1s and 1099s?.

Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.