Required Documents for White Glove

What You Need on File

• Banking: the bank account you are paid into, in the banking section of your profile. It is needed to accept a White Glove offer.
• An emergency contact: also needed to accept a White Glove offer.
• W-9 (or W-8BEN if you are not a US person): Automate America issues Form 1099-NEC where required; without a W-9 on file, backup withholding can apply.
• Certificate of Insurance (COI): when the contract requires insurance. If no certificate is on file by the contract's start date, the uninsured-professional surcharge applies to your invoices (Supplier Services Agreement §7.2(b)). General liability of $1,000,000 is recommended.

Tax Documents

W-9 (US Citizens/Residents)

What it is: IRS form to certify your taxpayer ID

Why we need it: Automate America issues Form 1099-NEC when your payments for the year reach the IRS reporting threshold

What to provide:

• Legal name (as shown on tax return)
• Business name (if different)
• Federal tax classification
• Address
• Taxpayer Identification Number (SSN or EIN)
• Signature and date

Tips:

• Use your legal name exactly as it appears on your Social Security card
• If you have an LLC, use your EIN
• Sign and date the form—unsigned forms are invalid

W-8BEN (International/Non-US)

What it is: IRS form for non-US persons

Why we need it: Certifies your foreign status for tax withholding purposes

What to provide:

• Legal name
• Country of citizenship
• Permanent address
• Foreign tax ID number
• Date of birth
• Signature and date