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It provides instructions for completing participant name and mailing address, determining whether the participant is a U.S. citizen or lawful permanent resident, and submitting a TIN/SSN when required by IRS thresholds. It also authorizes ACH electronic vendor payments with banking fields, includes compliance notes for International ACH Transaction rules, and requires certification and signature for penalties of perjury.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/research-participant-substitute-w-9-form-updated-5718/302614/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/research-participant-substitute-w-9-form-updated-5718/302614.png","ImageObject",442,249,{"name":88,"@type":89},"Dipper","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-24","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":76},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"When does the form require collecting the participant’s SSN/TIN?","Question",{"text":108,"@type":109},"Collect the SSN only if an individual payment to a participant will exceed $100.00 or if total payments to a single participant are $600.00 or more in a calendar year. Travel or per diem reimbursements do not require SSN collection regardless of amount.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How should the participant complete the TIN information to avoid backup withholding?",{"text":113,"@type":109},"The TIN provided must match the name listed on the “Name” line. This matching is required to avoid backup withholding.",{"name":115,"@type":106,"acceptedAnswer":116},"What ACH authorization information must be provided and what compliance notice applies?",{"text":117,"@type":109},"Provide bank name, routing number, account number, and an email for payment notifications, or attach a preprinted voided check. The form also requires notification if ACH-disbursed funds are transferred from a U.S. financial institution to one in another country, and asks whether the entire electronic payment(s) will be transferred to a foreign bank account.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},302614,1789794563,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":79,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":73,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":125,"read_time":9},1374404997633,"https://ap-avatar.wpscdn.com/davatar_a8503ba1806abce46bf441b54a3ca4cd","| Purchasing & Accounts Payable 202 PCO (Plaza Centre One)\u003Cbr>125 South Dubuque Street Iowa City, IA 52242\u003Cbr>V: 319-335-0115 | F: 319-353-2064 | [purchasing-vendor@uiowa.edu](purchasing-vendor@uiowa.edu)[ ](purchasing-vendor@uiowa.edu)[www.uiowa.edu/ap-purchasing](www.uiowa.edu/ap-purchasing) |\n| --- | --- |\n| RESEARCH PARTICIPANT / SUBSTITUTE W-9 FORM\u003Cbr>Participant Information:\u003Cbr>Name\u003Cbr>(As registered with the IRS)      \u003Cbr>Last First Middle\u003Cbr>Mailing Address   City   State  Zip  \u003Cbr>\u003Cbr>Is Participant a US Citizen? Yes-Fill out A\u003Cbr>or Lawful Permanent Resident (LPR) / Green Card Holder\u003Cbr> No-Fill out W-8BEN Substitute Form\u003Cbr>Collect the SSN ONLY if an individual payment to a participant will be greater than $100.00 OR if total payments to a single participant will be greater than or equal to $600.00 in a calendar year. (NOTE: Reimbursement for travel or per diem costs does NOT require collection of SSN regardless of amount of reimbursement.) Compensation exceeding $100.00 cannot be provided in cases where the participant does not have an SSN or TIN.\u003Cbr>A. Tax Identification Number (TIN OR SSN) Amount to be Paid  \u003Cbr>\u003Cbr>The TIN provided  must match the name given on the “Name” line to avoid backup withholding.\u003Cbr>Authorization for Electronic Vendor Payments (ACH)\u003Cbr>Payees are requested to accept electronic transfer payments to the financial institution of your choice, anywhere in the United States. Please complete the information below authorizing the ACH payment process between The University of Iowa and payee. Complete the following or attach a preprinted, voided check which provides the information. The University of Iowa is not responsible for any delay, loss of funds or overdraft charges due to incorrect banking information supplied here.\u003Cbr>Bank Name:   Bank Routing \\#:  \u003Cbr>Account \\#:  \u003Cbr>email for payment notifications:  \u003Cbr>Compliance\u003Cbr>. To comply with International ACH Transaction (IAT) rules, you must notify The University of Iowa if ACH-disbursed funds are being transferred from a United States financial institution to a financial institution in another country.\u003Cbr>. The particular rules are pursuant to requirements of the Office of Foreign Assets Control. In order for The University of Iowa to comply with the IAT rules and the applicable United States laws, you must answer the following question:\u003Cbr>Will the ENTIRE electronic payment(s) from The University of Iowa be transferred to a foreign bank account?  No  Yes\u003Cbr>Certification-Under penalties of perjury, I certify that:\u003Cbr>1) The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me), AND\u003Cbr>2) I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding, AND\u003Cbr>3) I am a U.S. citizen or other U.S. person |  |\n| Signature of Payee/Parent/Guardian Date\u003Cbr>SUBMIT ONLY the first page of this form by FAX\\# 319-335-2443 to Accounts Payable Vendor File Team or deliver in person to Accounts Payable, 202 Plaza Centre One.\u003Cbr>DO NOT EMAIL THIS FORM! Once this form has been submitted to Accounts Payable, it must be confidentially discarded.\u003Cbr>Do NOT retain this page.\u003Cbr>Departmental Contact Information:\u003Cbr>     @[uiowa.edu](uiowa.edu)  |  |\n| Name\u003Cbr>Research Participant / Substitute W-9 updated 5/7/18 | Phone Number email\u003Cbr>Page 1 of 2 |\n\nTHIS PORTION MAY BE RETAINED BY THE PI  \nStudy Information: Title or MFK    \nAmount Paid   Date   University ID   Voucher ID    \nResearch Participant / Substitute W-9 updated 5/7/18 Page 2 of 2","cbCairp4OIWjO6N0","https://ap.wps.com/l/cbCairp4OIWjO6N0","pdf",142947,"English","# Participant Information\n## Tax Identification and Payment Amount Rules\n## ACH Authorization and Compliance\n## Certification and Signature","[{\"question\":\"When does the form require collecting the participant’s SSN/TIN?\",\"answer\":\"Collect the SSN only if an individual payment to a participant will exceed $100.00 or if total payments to a single participant are $600.00 or more in a calendar year. Travel or per diem reimbursements do not require SSN collection regardless of amount.\"},{\"question\":\"How should the participant complete the TIN information to avoid backup withholding?\",\"answer\":\"The TIN provided must match the name listed on the “Name” line. This matching is required to avoid backup withholding.\"},{\"question\":\"What ACH authorization information must be provided and what compliance notice applies?\",\"answer\":\"Provide bank name, routing number, account number, and an email for payment notifications, or attach a preprinted voided check. The form also requires notification if ACH-disbursed funds are transferred from a U.S. financial institution to one in another country, and asks whether the entire electronic payment(s) will be transferred to a foreign bank account.\"}]","Research Participant / Substitute W-9 Form - updated 5/7/18 | PDF"]