When do I need to submit a new W-9 to update my information with eXp?
A new W-9 is required for certain agent information updates, including legal name changes, address updates, and business entity changes. This article explains when a new W-9 is needed and how to submit one.
A new W-9 is required for certain agent information updates, including legal name changes, address updates, and business entity changes. This article explains when a new W-9 is needed and how to submit one.
U.S. agents must submit a new W-9 when updating information that affects their tax records or business structure with eXp.
A new W-9 is required for:
• Legal name changes (such as marriage, divorce, or court-ordered name changes)
• Address changes
• Adding, removing, or changing a business entity (for example, switching from an individual to an LLC or updating an LLC name)
To submit an updated W-9, visit:
Before submitting a legal name change, make sure your name has already been updated with:
• The Social Security Administration
• Your state Real Estate Board or Commission
The information on your W-9 should always match how you file your taxes.
Important notes
• Address updates for U.S. agents are processed through the W-9 process and cannot be updated through My eXp or the Agent Directory.
• Business entity changes require a new W-9 that reflects the updated entity structure.
• Changes may take time to process.
For Canadian agents
Canadian agents do not use the W-9 process. To update your legal name, banking information, contact information, address, or email alias, email:
Need help?
For assistance with W-9 submissions or agent information updates, contact: