W-9 and certificate of insurance

W-9

You have two choices on the Documents step:

• Upload a signed W-9 as a PDF. Use the current IRS form.
• Fill out and sign online. We fill the official IRS form with the name, tax ID and address from your Business step. You choose your federal tax classification, answer whether the IRS told you that you are subject to backup withholding, and confirm the certification. Then you adopt a signature: pick a style made from your name, or draw it with your mouse or finger. You can view and download the signed W-9 before you submit.

Your signature is electronic: you proved your email with a one-time code, and the signed form records your name, email and the time you signed.

Certificate of insurance

Ask your insurance agent for a certificate (PDF) that shows:

Working for one association (most vendors):

• Additional insured: the association's legal name
• Certificate holder:
  [Association legal name]
  c/o Zeal Community
  2265 Lee Road, Suite 229
  Winter Park, FL 32789

The association's Vendor Help page shows its exact legal name.

Registering from the general page:

• Additional insured: Zeal Community LLC and the associations it manages, where required by written contract
• Certificate holder:
  Zeal Community LLC
  2265 Lee Road, Suite 229
  Winter Park, FL 32789

When you upload it, we read the certificate and fill in each policy for you to check: type, policy number, insurance company, start and end dates. One certificate can list several coverages. Add a policy coverage for each one.

Some work needs more than general liability, for example workers' compensation, commercial auto, umbrella or professional liability. Add each coverage you carry.

When documents change

Send an information update with the new W-9 or certificate. Send a renewed certificate before the old one ends.