22 Sep 2014

Use e-Sign in TrustWorks or CaseLink Office to Sign and Submit W-9s

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Banking Tip:

Use e-Sign in TrustWorks or CaseLink Office to Sign and Submit W‑9s

Signing and submitting W-9s to Rabobank can be done easily using the e-Sign feature in TrustWorks and CaseLink Office.

To use e-Sign:

  • Go to the menu bar at the top of the screen and select File > System Options.

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  • Under System Options, select the System-Wide tab.
  • Under W-9 Processing section in the right column, select the option to Electronically Process W-9s.
  • Click the OK button at the bottom of the window.

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  • Go back to Home and locate the Banking section.
  • Check to see if you have the alert “W-9s to be signed” which will appear in red.
  • Click on this link.

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  • When the Electronic W-9 Signing box appears, click the “Sign All” button.
  • Click the OK button to complete the signature process.

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A dialog box will ask you to confirm that you Wish To E-Sign For Electronic W-9 Transmission. Click the Yes button to electronically sign and submit your W-9 to Rabobank.

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If you have any questions about e-signing your W-9’s, please contact the BMS Banking Center via email or call 800-634-7734 ext. 8.

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