How to Update Your W-9

How to Update Your W-9

Info
The W-9 form is found in your profile on the Compass Agent Portal. https://v2.compassagentportal.com/login

00:00: This tutorial explains how to update your W-9 form using the compass

00:04: agent portal.

00:06: Log into the Compass Agent Portal.

00:09: Click the profile picture in the upper right corner.

00:13: Click "Update W-9 Form".

00:16: Confirm your name is correct in 1

00:19: Enter the business name if you file taxes in the name of a business.

00:24: Select your tax classification. If you don't have a business you will select individual

00:28: sole proprietor For businesses, select the correct option.

00:33: Enter your full address, either personal or business, as appropriate

00:38: Click Next

00:40: Enter your social if you filled out the form as an individual. Enter your

00:44: E.I.N. if you filled out the form as a business.

00:47: You only need to fill out one field.

00:50: Click Next

00:52: Sign in the area indicated.

00:54: Click submit to save and send your updated W-9 form.

00:59: You have successfully updated your W-9 form


Alert
If you start at Compass as an individual and then create a business, you will need to update the W-9 with your business information.

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