W9 online via Charles Schwab EA Portal?

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Madbull
Posts: 191
Joined: Thu Sep 26, 2013 11:01 am

W9 online via Charles Schwab EA Portal?

Post by Madbull »

Happy Monday all! Quick, (and hopefully easy), question.....

I became eligible for my company's ESPP this month, (woot for first time having an ESPP in two decades :D ), and have created an account through their partner for our shares via the Charles Schwab Equity Awards web portal. Everything seems set and my selections for the next six month period are good to go. However, one of the 'tips & tricks/fact sheet' bullet points from our HR states:

"It is important that an online W-9 be completed to avoid delays in stock transactions and/or taxation errors. A delay in transaction could occur if no W-9 is on file."

I can't seem to locate anywhere to do this. Before I deal with our overworked HR folks or attempt to get with Schwab, has anyone had experience with this and happen to know where/able to verify this is something done within the website?
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