How do I access, download, and/or print my completed W-8BEN or W-9 online tax certification?

If you are a participant:

1. Log into Shareworks as a participant.
2. Go to the Documents
3. Go to the Account Documents section, where the Form W-9/W-8BEN certification is visible and available for download.
4. Clicking on the file link will download the PDF file. 

You can also view your certification history:

1. Log in as a participant, then click on View Profile under your name drop-down.
2. Click on the Certification History
3. You can now see your certification history.

If you are having troubles accessing your Form W-8BEN or W-9 certification, contact your corporate administrator to ensure the following settings are enabled: 

• Login Requirements: 'Mandatory W8 / W9' included.
• Platform Settings: 'Enable Exstream Document Generation’ and ‘Enable C2MR for OnDemand’ set to ‘True’.