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Setting up your W-9

An IRS form W-9 (https://www.irs.gov/pub/irs-pdf/fw9.pdf) is required for all consultants. You may submit a W-9 on our portal by following the instructions below. Please note that you will be required to update your W-9 on the portal once, even if you are an existing consultant.

Please email the Consulting Portal Customer Services Support and Inquiries if you have entered your W-9 on the portal but you want to make updates. In a future release, we will allow you to do this on the portal.

Complete W-9

  1. On the Home Page of the portal, you will find Your Next Steps and Submit W9. Click the Submit W9 button.

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  1. Complete the fields listed--exactly as they appear on your W-9.
  2. Upload a signed PDF version of your W-9 form.
  3. Submit.

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You must have Author or Collection Owner permission to create Guru Cards. Contact your team's Guru admins to use this template.