New Central Location for all W9 Forms

The Financial Services Office (FSO) and Procurement and Contracting Services (PACS) are pleased to announce that all IRS Form W9 and Substitute W9 forms can now be sent to one central location for both Accounts Payable and PACS.  This is a collaborative effort utilizing technology and shared resources to ensure record retention of W9 Vendor tax forms.

Effective immediately, campus users can send all W9 Tax forms via campus mail at FSO/Operations, PO BOX 210158, Campus, or in emergency situations, via fax to a secure fax line (520) 626-1243.

These forms will be scanned for record retention required by University of Arizona policies and IRS Regulations.  Once the document is scanned, it is available for viewing by PACS buyers, Financial Services Specialist and central administrative staff.

Please ensure the W9 Tax Form is never attached in UAccess Financials in the notes and attachment tab on any electronic document such as Vendor Create, Disbursement Vouchers or Requisitions as this form contains security sensitive data.  Please remember to use all caps when creating new vendors in UAccess Financials to ensure consistency in the University vendor file and appropriate USPS delivery when a check is mailed.

Please contact our customer service office at 520-621-9097 or accts_pay [at] fso [dot] arizona [dot] edu with any questions.