W9 Secure Submission

The Electronic W-9/W-8 Submission application allows Loyola University Chicago employees and external vendors to securely submit tax forms to the Accounts Payable department. This process ensures compliance with U.S. tax regulations for both domestic and foreign vendors.

Key Features

• Secure Submission: Upload completed W-9 or W-8 forms directly through the application.
• Vendor Invitation: Send a unique link to external vendors to facilitate their form submission.
• Foreign Vendor Support: Accepts W-8BEN, W-8BEN-E, W-8IMY, and W-8EXP forms with additional support for foreign income documentation.
• Comprehensive Requirements: Ensures submission includes required documentation such as Tax ID, NAICS certification, and banking details.
• Guided Process: Provides step-by-step instructions for submission and additional resources for foreign vendors.

Benefits

• Streamlined Tax Compliance: Simplifies the process of submitting required tax forms for both U.S. and international vendors.
• Improved Accuracy: Ensures proper documentation through clear instructions and secure uploads.
• Secure Data Handling: Protects sensitive information such as Tax IDs and banking details during submission.
• Efficient Vendor Management: Facilitates collaboration with external vendors through invitation links.

The Electronic W-9/W-8 Submission application is available to Loyola employees and external vendors. To begin the process, users must log in to the platform and follow the provided instructions. Foreign vendors must ensure they have additional documentation ready if required based on their tax classification and U.S. sourced income status.

This service is provided at no additional cost to eligible* individuals or departments, as it is fully funded by the institution.

*Questions on eligibility, please contact the ITS Service Desk