How to Load My W-9 form

1 - Log into the vendor portal at https://portal.accrualify.com/login
 

2 - Click on the "Company Profile" Section
          

3 - Click on "W9"

4 - Navigate to the "Forms" tab and fill out the W9 template

5 - After filling out the form, make sure it is selected and click "Submit". You should see a green check next to "W9" after it has been successfully submitted.

 Note: The W-9 you load will need to be linked to all "Customers" one by one who have access to you as a vendor.