Frequently Asked Questions (FAQs)

No, you will always select company, even if you are a sole proprietor or a 1099 worker when completing a Tipalti profile.

No, even if you are a sole proprietor, you will still select company when completing the Tipalti online system.

If you are a sole proprietor, you will write your personal name in the company line. If you have a registered DBA name you can put it in the "doing business as" or DBA line. If you do not have one, you can leave it blank.

If you are a Sole proprietor, you will put your personal name in line one of the W-9.

If you are a sole proprietor and you have a registered DBA name that is different from your personal name. You can put it in line 2. If you do not have one, you can leave it blank.

If you are a sole proprietor, you will put your social security number in part one of the W-9

If you are a sole proprietor, you will put your social only in part one. If you are a single member LLC or any other type of for-profit entity, you will put your EIN number, not your social in part one

Even if you have multiple businesses, you will only put the name of the business that was selected as a grantee finalist in this grant program in line one

To protect the privacy of your information? We are asking our grantees to complete the

online W-9 through the typology profile. Please check your spam and your trash folders in your email for the LISCpayeeonboarding@lisc.org email address.

No, it is not relevant to you. Even if you do not have a social security number in the typology system, a non us person means that we are providing funding to someone that is residing outside of the United States. This is not relevant to LISC grantees.

Once you have completed your online W-9 form, you will continue through the portal and upload your voided check or bank letter for your business bank account by clicking on the “Select” button and select the file or picture with a copy of your voided check. Then click “Next”.

Please double-check your junk/spam folders. If it’s not there, we’ll reach out to our accounting team to send. Please note this likely will take a few days for you to receive it.

Please view this presentation to ensure you completed all of the necessary steps correctly. Then, if you have still not solved the problem, you can reach out to us at CTOECFUND@LISC.ORG to schedule a time to meet and discuss your concerns.

If you have followed all of the steps in the W9 and ACH Step-by-Step Guide Presentation, we can forward your information to our finance department to contact you for assistance. It may take up to a week for them to contact you. Because you are having difficulties due to getting the W9 to validate, you are not required to complete this step in 5 days.

We would like you to submit your W9 within 5 days. However, if you are having difficulties due to IT issues or getting the W9 to validate, you are not required to complete this step in 5 days.

No. It doesn’t matter if your spouse is the primary filer on the return. Tipalti will match what is on Line 1 of the W-9 to the tax returns. It will find your social security number in the IRS database and match that to your submitted W-9.