W9 info may contain SSN's - How to avoid being blacklisted?

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    Asked on November 03, 2016 at 02:30 PM

    I need to set up a vendor form where potential vendors will need to provide thier information as well as a completed W9. If they do not have an EIN they may be filling in their Social Security Number. I learned the hard way that I may get blacklisted by Jotform if it thinks I am phishing for personal data.


    My question is: can i use the fillable form PDF feature for the W9 or will it get me blacklisted if it sees the term Social Security Number or SSN? Are there any other alternatives?

    I know i can provide a link that the users can download the form, print it out, sign it, and then upload it but I would prefer a more "automated" method.




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    Answered on November 03, 2016 at 03:40 PM

    We do allow for collecting social security numbers under certain circumstances.  Forms that do collect such information may still set off our phishing detector and forward the form for manual review.  I went ahead and whitelisted both of your W-9 forms and those should no longer cause any trouble.