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 bg-secondary CSS class to set the background color to gray.
  • The Email field is required.
  • When a user selects Limited liability company or Other options in the OrgType field, additional fields appear with JavaScript.
  • The Email field accepts only valid email addresses. Change the pattern in the field properties.
  • The SSN and EIN fields are masked input fields that accept only numbers. Change the mask in field properties.
  • An Ink sketch control is added for collecting signatures.


  • The toggleOtherOrgTypeField shows/hides the OtherOrgType field depending on the selected OrgType.
  • The toggleLlcTaxClassificationField shows/hides the LlcTaxClassification field depending on the selected OrgType.


  • Styles for h1 and h4 are defined in the CSS editor.
  • A pseudo-element is added after h1 elements to display a horizontal line.