The IRS is strict. If you write "Bob Smith" but your legal name is "Robert M. Smith," the match fails.
Most partners will receive an automated email during onboarding with a secure link to a digital W-9. This is the preferred and most secure method. pluralsight w9
A: No. Use Form W-8BEN. The W9 is strictly for U.S. persons. If you fill out a W9 as a Canadian, you will be incorrectly taxed as a U.S. resident. The IRS is strict