Tax info (W-9): submitting, sharing, and sending

How Bluebridge stores your W-9, who can see what, and the three ways your filled W-9 can leave the platform.

Tax & finance4 min read

Tax info lives in Profile → Tax & Finance → Tax info (W-9). You submit your W-9 once, and from then on you decide — every time — whether it leaves the platform and where it goes.

Submitting your W-9

Open Profile → Tax & Finance → Tax info → Submit W-9. The form mirrors the IRS Rev. March 2024 boxes: legal name, optional business name, federal tax classification (with the LLC and Other sub-fields surfacing when relevant), exemption codes (rare, hidden by default), address, your SSN or EIN, and a typed-signature certification.

Your TIN (SSN/EIN) is encrypted at the application layer using AES-256-GCM before it touches the database. The encryption key lives only in our server environment.
After submission, the UI shows only the last 4 digits (e.g. •••-••-1234). The full TIN is never displayed again, even to you. To change it, retype it in Edit.
Editing your W-9 always requires re-typing the TIN. We never round-trip the stored value back to your browser.

Three ways your W-9 can leave Bluebridge

Preview — clicking Preview opens the filled IRS PDF in a new tab so you can verify what would be sent. The PDF is generated on the fly from your encrypted record and is not stored.
Send to someone — fires the same filled PDF to any recipient email you specify, with a confirmation checkbox. Use this when you want to handle the send yourself.
Approve a share request — when an assignor asks for permission to forward your W-9 to a specific payor, approving them auto-emails the filled PDF to that payor in the same step. The button reads "Approve & send" so the consequence is explicit.

Share requests

If an assignor on the platform asks for permission to forward your W-9, you'll get one notification email and an amber banner at the top of Profile → Tax & Finance → Tax info: "X W-9 share request" with Decline and Approve & send buttons. The banner shows the assignor's name, their reason, and the exact payor email the W-9 will go to on approval. Nothing is shared until you approve.

Active grants and revoking

Below the W-9 card is a "Share activity" section. "Shared with" lists every assignor who currently has an active grant on your W-9 — each has a Revoke link. Revoking blocks any future forwards from that assignor; it does not retract any PDF already sent.

Removing your W-9

The Remove W-9 from file link at the bottom of the resting card permanently deletes your encrypted record. Any active share grants are dropped at the same time (the assignor sees the affordance flip back to "Request W-9"). You can re-submit later.

Submitting your W-9

Your TIN (SSN/EIN) is encrypted at the application layer using AES-256-GCM before it touches the database. The encryption key lives only in our server environment.

After submission, the UI shows only the last 4 digits (e.g. •••-••-1234). The full TIN is never displayed again, even to you. To change it, retype it in Edit.

Editing your W-9 always requires re-typing the TIN. We never round-trip the stored value back to your browser.

Three ways your W-9 can leave Bluebridge

Preview — clicking Preview opens the filled IRS PDF in a new tab so you can verify what would be sent. The PDF is generated on the fly from your encrypted record and is not stored.

Send to someone — fires the same filled PDF to any recipient email you specify, with a confirmation checkbox. Use this when you want to handle the send yourself.

Approve a share request — when an assignor asks for permission to forward your W-9 to a specific payor, approving them auto-emails the filled PDF to that payor in the same step. The button reads "Approve & send" so the consequence is explicit.

Share requests