Documents & Forms
Microsoft 365 & SharePoint Tools
Classic SharePoint Tools

W-9 Online Form

Gather information from independent contractors and freelancers using the online W-9 form. Can be used together with Plumsail Documents for the creation of PDF documents.

Use this template

Fields and controls

  • Elements are divided into sections and organized using Grid containers. Containers have a bg-secondary CSS class to set the background color to gray.
  • The Email field is required.
  • Change options for the OrgType and the TaxClassification fields in the field properties.
  • The Email field accepts only valid email addresses. Change the pattern in the field properties.
  • The SSN1, SSN2, SSN3, EIN1, EIN2 fields are masked input fields that accept only numbers. Change the mask in field properties.
  • An Ink sketch control is added for collecting an electronic signature.


  • h1, h4, p elements' text size is responsive to screen width and is set with the min() CSS function.
  • The primary button font-weight is set to 700.
  • A pseudo-element is added before and after h1 elements to display horizontal lines.
  • A pseudo-element is added after h4 elements to display double lines.
  • An Ink sketch control canvas background is white.