How to Digitally Sign a W-9 Form Using Adobe Sign | Scribe

    How to Digitally Sign a W-9 Form Using Adobe Sign

    • Bret Warren |
    • 28 steps |
    • 5 minutes
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    To get started, find the link to the Adobe Sign form in the application, the website, or in an email from SDCOE. (Move to Step 3 if you are using the link from the application or the website.)
    1
    If a new W-9 was requested via email, navigate to your email inbox and open the email from SDCOE requesting a W-9 form using Adobe Sign.
    2
    Click on the link to open the W-9 form using Adobe Sign.
    3
    Click on the link to read the Adobe Terms of Use and then click on the blue "Continue" button on the bottom of the screen to agree to the Adobe Terms of Use.
    4
    Enter your email address and hit "[[tab]]" to move to the next field or click the Next button.
    5
    Enter your 9-digit Workforce Registry Number with no hyphens or spaces and hit "[[tab]]" to move to the next field or click the Next button
    6
    Type your legal name (as shown on your income tax return) on Line 1 and hit "[[tab]]" to move to the next field or click the Next button.
    7
    Click the checkbox for Individual/sole proprietor or single-member LLC.
    8
    Hit the " [[tab]]" key or the Next button to move to the address field. Type your Address (number, street, and apt. or suite no.).
    9
    Hit the [[tab]] key or click the Next button to the City, state, and ZIP code field and enter your city, state, and ZIP Code.
    10
    Hit the " [[tab]]" key or click the Next button to move to the Social security number field. Enter your social security number. *Please double check to make sure it is correct.*
    11
    Click on "Click here to sign"
    12
    Click the "Type your signature here" field and then type your legal name (as shown on your income tax return).
    13
    Click "Apply"
    14
    Click on the blue "Click to Sign" button.
    15
    Click the "Email" field and type in your email address.
    16
    Click "Click to sign"
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    Important! You will need to confirm your email address to complete the process.
    17
    Navigate to your email inbox and open the email from Adobe Sign "Please confirm your signature on W-9".
    18
    Click "Confirm my email address" in the email from Adobe Sign.