NYU CSALS

Center for Student Activities, Leadership & Service

Club Financial Services

All Square Club Instructions for IRS Form W9

Requirements: Each of the following payees must complete an IRS Form W9 before NYU can
process a check payment.

1) US Citizen
2) Permanent Resident Alien
3) US Company/Entity

A Form W9 must be completed once per payee per calendar year (Jan. Dec.). If a payee already
submitted a W9 to NYU in the current calendar year and was paid via an NYU check, the payee
may not need to submit a W9 for the All Square club payment process unless

- There have been changes of any kind to payees W9 information since they last provided
the W9

- The payee requests payment after the calendar year in which they previously
provided a W9.

For the All Square club payment process, the All Square club should direct any payee that is a
US Citizen, US Permanent Resident or US Business entity to www.irs.gov/pub/irs-pdf/fw9.pdf
and ask the payee to complete IRS form W9. The payee can give the completed form W9 back to
the All Square member along with completed, signed contracts or invoices and Certificate of
Insurance, if required.

Your club must then attach the W9, the completed and signed contract (if applicable) or invoice (if
applicable) and a Certificate of Insurance (if applicable) to a Club Business Payment Form or Club
Payment to Individuals Form and promptly submit the completed forms and documents to your
clubs CSALS Club Advisor.

If the payee does not have online access to obtain a blank form W9, an All Square club officer may
access
www.irs.gov/pub/irs-pdf/fw9.pdf to obtain a copy of a blank form W9 and W9 instructions to
give to the payee. The instructions are important to the IRS form W9 process. Make sure to
provide the payee with the W9 instructions when providing the payee with a blank form W9.

The payee should complete the W9, complete the contract or invoice and provide a Certificate of
Insurance (if required by contract terms or other determining factor). The payee can fax forms
and documents to the CSALS Budget Unit at (212) 998-4796 or mail them documents to the NYU
Center for Student Activities, Leadership and Service in the Kimmel Center, 60 Washington Square
So., 7th floor, New York, NY.

If the payee would like to return the W9 to your club by other means that the payee feels is secure,
they may do so.

Last Updated 7/31/14