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How to upload and resend W-9 requests for advocates

Upload a W-9 you received offline, or resend the request to advocates who haven't submitted theirs yet.

How to upload a completed W-9 PDF

Received a signed W-9 by email or on paper? Upload the PDF from the advocate's detail page — the fields are read from the document automatically, and you confirm each one before submitting:

11-admin-bulk-resend-w9-button

 

Re-sending the request

Select advocates in the table and click Resend W-9 Request to send them the request email again — useful for advocates who missed the original:

11-admin-bulk-resend-w9-button

 

Every manual resend is recorded in the advocate's Request history:

13-admin-request-history-resend

Note: Manual uploads follow the same verification process as forms submitted by advocates. Uploading a W-9 does not bypass or speed up verification.


Questions? Review the related articles or contact support@getambassador.com.

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