Retrieve the status of a W-9 form

Endpoint: GET /w9/forms/{id}

Use case:

Use this endpoint to retrieve the full status and metadata for a W-9, W-4, or W-8 form. This includes:

Lifecycle status (for example, submitted, signed, manual, requested)
Timestamps for creation, signing, and updates
Whether the form is archived
Digital signature metadata
Key form fields based on the form type

You commonly use this for:

Monitoring vendor compliance
Tracking e-signature completion
Syncing with external systems for auditing or reporting

Sample request

GET /w9/forms/87623979

Sample response (W-9 form)

{
    "type": "W9",
    "name": "Jane Smith",
    "businessName": null,
    "businessClassification": "S Corporation",
    "businessOther": null,
    "foreignPartnerOwnerOrBeneficiary": false,
    "exemptPayeeCode": null,
    "exemptFatcaCode": null,
    "foreignCountryIndicator": false,
    "address": "1024 S Mangum St #200",
    "foreignAddress": null,
    "city": "Durham",
    "state": "NC",
    "zip": "27701",
    "accountNumber": "ACC01",
    "tinType": "SSN",
    "tin": "123000000",
    "backupWithholding": false,
    "is1099able": false,
    "tinMatchStatus": {
        "time": "2025-09-01T19:19:22.731470",
        "status": "Matched",
        "irsResponse": {
            "code": "0",
            "description": "Name/TIN combination matches IRS records"
        }
    },
    "id": "87623979",
    "entryStatus": {
        "status": "signed",
        "time": "2025-09-01T19:19:22.761628"
    },
    "referenceId": "W9-REF-004",
    "companyId": "53106517",
    "displayName": "Jane Smith",
    "email": "jane.smith@vendor.com",
    "archived": false,
    "ancestorId": "200609127",
    "signature": "",
    "signedDate": "2025-09-01T19:19:22.761791",
    "eDeliveryConsentedAt": "2025-09-01T19:19:22.709753",
    "createdAt": "0001-01-01T00:00:00.000000",
    "updatedAt": "2025-09-01T19:19:22.799996"
}

Key status fields explained

tinMatchStatus: Indicates the current stage of the form’s lifecycle:
- none: No TIN match scheduled/attempted
- pending: TIN match request sent but no response yet
- matched: TIN/Name combination matches IRS records
- failed: TIN/Name combination does NOT match IRS records
entryStatus: Indicates the current stage of the form’s lifecycle:
- manual: Entered or completed by the payer manually
- requested: The system sent an email request and is awaiting completion
- signed: Signed electronically
- bounced: Email request bounced/failed to deliver
- uploaded : PDF files that you’ve uploaded as forms
signature: If signed, it contains SVG data for the recipient’s digital signature
eDeliveryConsentedAt: When the user consented to receive tax forms electronically
archived: True if the form is no longer active (soft-deleted)
createdAt, updatedAt: Timestamps for creation and last modification