How do I update Form W-9 in my Account Hub?
Account Hub · Written guide Content date 1 min read
In your Account Hub at Tax Processors Plus, the last step in the bank product enrollment application is entering (first time only) or verifying (subsequent times) the information on IRS Form W-9.
If any of the info showing on Form W-9 needs changing, you won't be able to change it in Account Hub. Rather, you'll need to send us a revised Form W-9. This includes when you initially enroll with a bank as well as subsequent to being approved by the bank.
Prepare Form W-9 using the IRS resource linked below and save the completed form as a PDF. Confirm the approved submission method with Tax Processors Plus support before sending it.
Note: Tax Processors Plus support representatives are unable to assist you with updating Form W-9 in your Account Hub. Use the steps above, then notify our sales staff that you have submitted a new W-9 at (855) 698-0691.
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