INSTRUCTIONS FOR FILING SUBSTITUTE VENDOR W-9 FORM
1. Click on Substitute Vendor W-9 Form link below.
2. File Download box will appear. Answer Open to begin filling out form immediately, or Save to save a copy of the form to your directory.
3. Open File and fill out information by clicking in fields.
4. If your company status is Limited Liability Company, click on the drop down box indicated by the arrow to choose the tax classification.
5. Enter taxpayer identification number with no dashes. After entering numerals, hit Tab to go to the next line and the form will properly format your entry.
6. If you have a digital ID, the form can be signed digitally. Click on the small red icon above the signature line for further information. If you do not have a digital signature and do not wish to obtain one, you will have to print out the form, sign it, and either fax or email it to the Collier County Purchasing Department.
7. Note that if you print out the form and wish to email the manually signed form to the Purchasing Department, you need to have the signed form scanned into an electronic document.
8. When finished, click the Submit button at the bottom. A Select Email Client dialog box will appear.
9. To email the form to PurOps directly from your email client (company email or Outlook, etc.), choose the first option, Desktop Email Application.
- Clicking OK will open up a new dialog box that will allow you to send the data in the file and print a form for your records.
- When ready, click on Send Data File and your email client should open with a completed message including all necessary information. Simply send the email as you normally would.
- An Email Confirmation dialog box will appear that will allow you to print the form if you have not previously done so. You may close the dialog box and the form when you are finished.
10. To email the form from an internet-based email provider such as Yahoo, Hotmail, etc., choose the second option.
- Clicking OK will open a dialog box that will instruct you to save the data file and give you an opportunity to print the form for your records.
- Click on the Save Data File button, choose a directory and hit Save.
- Follow the instructions in the dialog box. These instructions will advise you to open up your internet email application and copy the information in the dialog box for the addressing and message of the email you will send.
- Attach the file you previously saved to your directory, copy the information as noted in the Sending the Data File dialog box, print the file if you so choose, and then close the dialog box and the form.
11. If you are unsure of whether to pick the first or second option, the third option will allow you to open your own email, attach the form, print the form, and send it to Collier County Purchasing. Simply follow all the instructions for the second option above.
Substitute W-9 Vendor Form