13 Replies Latest reply: Jan 21, 2010 5:29 PM by Phillip Jones RSS

    Need to sign a W9 form

    ericb007man Community Member

      Got a W9 tax form to complete. I was able to highlight all the fields with the Highlight Fields button. I believe I have created a proper signature under Advanced=Security Settings. When I click on Advanced=Sign & Certify, I only am able to "Preview" the document. What am I doing wrong? Using v. 8.1.6

        • 1. Re: Need to sign a W9 form
          Phillip Jones Community Member

          IF you created the form go to advanced menu and choose Extend Features in Reader. Also check advanced Security and see how you have setting their. If you know the pasword you can change. Not if this is an XML Based form designed on a PC the only way you can work on it is re-save it as a regular PDF.

          • 2. Re: Need to sign a W9 form
            ericb007man Community Member

            Thanks Phillip. I did not create the form. A client sent it to me. I suspect it was from the IRS and forwarded to me.

            • 3. Re: Need to sign a W9 form
              Phillip Jones Community Member

              Go ahead and resave as Acrobat PDF Most Likely it was written using an application from Adobe, only available on PC That creates XML Based Forms.

              It will then be saved as a Regular PDF. Then you can create a Form using the Forms Wizard. In the past as a Treasurer of an Association I've had to fill out a w-9 and I've downloaded it from the IRS.

               

              Try this version attached:

               

              Its public record posted on IRS website. The only thing is I have just resaved on my Mac in Acrobat 9.0.3 no chages to content was made. If you want to you can verify this to your customer.

              • 4. Re: Need to sign a W9 form
                ericb007man Community Member

                Thanks so much. However when I try to run my re-saved version through the Forms=Create New Form function, I get this error "The selected PDF file is already a form. Please select a different file."

                 

                I opened your attached w9 and still cannot sign it. Same greyed out fields under Advanced=Sign and Certify.

                 

                It seems like I'm missing a step.

                • 5. Re: Need to sign a W9 form
                  Phillip Jones Community Member

                  Which Field is not Fillable.

                   

                  I tried all the fields and the only one that doesn't fill out is the signature field which wouldn't be unless you have a copy of your signature save as an image.

                   

                  Does a Purple Bar show just above the form indicating its a Form?

                   

                  What version of Acrobat?

                   

                  what version of Acrobat, if Version 6 is it standard or Pro?

                  • 6. Re: Need to sign a W9 form
                    ericb007man Community Member

                    Sorry. Right. All the fields are fillable (with a purple bar) except Part II Certification: "Sign Here: Signature of US Person"

                     

                    I wanted to put a signature or digital ID(?) on the document instead of the old-fashioned print out or rasterize in Photoshop method.

                     

                    I created a "Digital ID", which I thought could be placed on the document somewhere. I can swear that I had put a digital ID with signature on another document a few years ago. It seems I'm very ignorant of the process here.

                     

                    Using Mac Acrobat Professional 8.1.6

                    • 7. Re: Need to sign a W9 form
                      Phillip Jones Community Member

                      That's easy to fix.

                       

                      Open The W9 (either orginal or one I sent.

                       

                      go to Forms menu > choose add or Edit.

                       

                      1. At top Corner and choose Text or Digital signature
                      2. once selected drag to position (there may be some vertical and Horzontal Cross Hairs)
                      3. once position is right releas Mous Button
                      4. give field name and click on properties. choose desired Properties.
                      5. click okay after propties set.
                      6. now click on right side so and drag arrow shows.
                      7. Drag to right to size to end of signature line.
                      8. get out of Forms edit and try.

                       

                      If you can't figure out I will create on one I have and post.

                       

                      Just figured out your problem its been saved to use with Reader. Go to File menu and choose Save a Copy First That removes Reader Usage rights. The you can edit. as above

                      • 8. Re: Need to sign a W9 form
                        ~graffiti ACP/MVPs

                        Have you checked to see if they will accept a digital ID.

                         

                        At our agency, if we don't add a signature field, it's because we don't except them for that particular form. If you sent one to us, we would send it back.

                        • 9. Re: Need to sign a W9 form
                          Phillip Jones Community Member

                          His Problem is that its saved with Usage right for Reader. He needs to save a Copy. to remove rights then he can edit. But he needs to re add the Usage rights so he can email it.

                          • 10. Re: Need to sign a W9 form
                            ericb007man Community Member

                            Phillip, saving as a copy unlocked it and your directions were easy to implement. I thought that's what I did a few years ago. Thanks!

                            • 11. Re: Need to sign a W9 form
                              Phillip Jones Community Member

                              Glad we got it figured out. Make sure whether you can use a digtal or not Signature as Graffiti suggested. Then be sure to go back to advanced menu and click usage rights for reader so that you can emall it.

                              • 12. Re: Need to sign a W9 form
                                ericb007man Community Member

                                Yep just emailed it. Thanks.

                                • 13. Re: Need to sign a W9 form
                                  Phillip Jones Community Member

                                  Glade everything worked out now keep a copy on file in case you have to send another to someone else. Good luck on your future ventures.