W-9 Requests

This page provides guidance for campus departments and external organizations that need a W-9 form from UCR. To protect confidential information and ensure proper review, the Accounting Office will send the W-9 directly to the requesting entity after the related information has been received and reviewed.

How to Request a W-9

Please email the following information to tabitha.fontanez@ucr.edu and colleen.campbell@ucr.edu

Include all of the items listed below in your email:

Name of company requesting W-9:
Company contact name:
Company’s email address:
Campus department name:
Campus department contact name and email:
If payment is being made, Nature of payment (e.g. for services or goods, gift, grant, refund etc.):
If invoice related (non-contract/grant), will invoices be recorded in Banner (Campus Receivable System*)? If Yes: Provide Banner ID Number:
For payments not recorded in Banner, provide the complete COA:

*Departments invoicing for sales & services activities should use Banner AR Department Billing to establish a receivable, unless an exception has been approved by Student Business Services. UCR Policy 200-16 - Billing and Accounts Receivable Management

Other Forms (STD-204, 590, etc.)

For other forms such as STD-204 or 590, please email: colleen.campbell@ucr.edu