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How current should a W-9 be?

May 27, 2020
March 28, 2023

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Q. What best practice is used to determine how current the W-9 form is supposed to be to be acceptable?  Currently, we accept W-9 forms that are within the current fiscal year. Is the best practice to require a W-9 form whether a new vendor is being set up or a modification is being made to a current vendor? Is it best practice to always require a vendor questionnaire (new vendor information form), regardless of the type of vendor?  Currently, we do not require this document for customer…

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