USAA Community w9 request.jpg

Community users have been posting about a request to update their W-9 forms and we wanted to provide some additional information.

 

What is a Tax Certification (W-9 form)?

A Tax Certification (W-9 form) is a form that certifies member’s tax payer information (name and social security number). For more information on W-9 form, visit irs.gov website.

 

Why am I being asked to update my W-9?

To ensure our members’ tax reporting information is up to date, accurate and reported correctly to the IRS, USAA may ask members to update their W-9 forms. We want to make sure we have the most accurate tax information on file. To assist with completing the W-9, we have created a digital option which allows for the document to be easily and quickly completed online.  If your account is eligible for the digital option, you should be prompted when reviewing your transactions on usaa.com.

 

Where can I update my information?

When reviewing your transactions on usaa.com you should receive a “digital detour” that will prompt you to sign the required form. This is also available on mobile. If you do not see the prompt on mobile, make sure to update your device with the latest version of the USAA mobile app.

 

What if I do not see the prompt?

Not all members are being asked to update their W9. Those members will not see the “digital detour”.

Or, your account is not eligible for digital detour. If your account is not eligible for digital detour, you will receive a W-9 form in the mail. If you prefer the W-9 form mailed to you, please call us at 800-531-USAA (8722).

 

Do you have any other questions we can help answer regarding the W-9 update request?

154 Comments
USAA Social Service
USAA Service
USAA Service

Hello there and I'm sorry to hear of this experience you are having. I understand the seriousness of the situation. I have located your information and will engage a specialist to review the details. Thank you for speaking up today. ~Sarah 

USAF2035
New Member

I am just restating what so many have already said. The language can send even the most logical person into panic. My first reaction to this is "am I going to jail?", "is the IRS taking my money?", "did I make a mistake on a tax return?".

 

I finally signed the thing after ignoring the pop up on my phone since April just now. It is just some stupid form that needs to be signed because of some bureaucratic nonsense.

 

The wording should be much less threatening. A better wording should go something like " please take a moment to fill out the followng W-9 for for regulatory purposes. More information can be found at the following link.......".

 

Using the word "please" instead of "placing your account into backup withholding" would go a long way.

 

Anywho, I said my 2 cents worth and I am going back to watching some old reruns of Star Trek before going to bed.

-Jesse

Zrohnter
Occasional Visitor

To all whom it may concern,

 

USAA has literally blocked me from using their account systems. I have tried to get them to remove their "soft" block. In doing this they have disabled my capacity to see transaction history as well as a myriad of other information I need to only do the basic amount of work. Every single time I use either the USAA app or website, the website forwards to "Fill out the W-9", given no other option but to agree to esoteric demands of their electronic agreement, I have received NO help when I called, other than non-commital answers and no change. I have been a member of USAA for eleven years. I recommend finding a bank that doesn't hold your account hostage, while waiting for documents I already filled out at the time of enrollment, eleven years ago.

USAA Social Service
USAA Service
USAA Service

Hello @Zrohnter, I'm sorry to hear of this experience you had with us. I understand the seriousness of the situation. I have located your information and will engage a specialist to review the details. Thank you for speaking up today. ~Sarah