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W-9 Updates For Active Agents

When is a New W-9 Required?

Agents must submit a new W-9 when requesting any of the following changes:
  • Legal name change
    • The name must first be changed on the license.
    • If the W-9 is submitted for a legal name change, you do not need to submit an alias form—unless the new email address will differ from the legal name.
  • Address change
  • Adding, removing, or editing a business
  • Correcting SSN or EIN
Submit the form here: W-9 Update Form
Processing time: 3–5 business days
 

When is a New W-9 NOT Required?

A new W-9 is not needed for:
  • Email address changes
  • Adding a preferred name
  • Address changes not labeled “Contact Info” in Enterprise
    • Example: Updating the billing address
  • Correcting information in Enterprise
    • If the W-9 on file is already accurate

Need Help?

For questions or to initiate a request, please email: agentservices@exprealty.com
This allows a support ticket to be created, assigned, and tracked. The ticket # can also be referenced and linked to other tickets for seamless issue resolution.