W-9 generator | OneGrant

Who does the funder actually pay?

The W-9 describes the legal payee, which is often not the student group itself. Pick the arrangement your group uses and the rest of the form adjusts.

Our university receives the moneyThe funder pays the school, and the school credits your student account. This is the most common arrangement for campus groups.Our group is its own 501(c)(3)Your organization is separately incorporated and holds its own IRS tax-exempt determination letter.A sponsor organization holds our fundsA national body such as Hillel or a local federation receives the grant and disburses it to your group.Our group has its own EIN but no 501(c)(3)You opened a bank account under the group's own EIN, but never filed for federal tax exemption.A student is paid or reimbursed personallyThe check is written to one student rather than to an organization.

If your school is a public university, it may be a state instrumentality rather than a 501(c)(3). In that case the exempt payee code is 3, not 1. Confirm with the finance office before sending.

Payee details

These become Lines 1 through 6 of the form.

Line 1 — University's legal name *The school's full legal name, exactly as it appears on its own W-9. Your student activities or campus finance office has this.

Line 2 — Your student groupYour group goes here because the university, not the club, is the legal payee.

Line 5 — Street address *Where the funder should mail the check and any tax forms.

Line 6 — City, state, ZIP *One line, exactly as it should print.

Line 3a — Federal tax classification

Preset from the arrangement you chose above. Change it only if your finance office tells you otherwise.

Description printed beside “Other” *

Part I — Taxpayer identification number

Nine digits. OneGrant splits them into the boxed cells the form expects.

EIN — organizationsSSN — individuals only

Employer identification number *From the IRS EIN assignment letter, or your school's finance office.

Optional boxes — requester, exemption codes, account numbers

Requester’s name and addressThe grant organization asking for this W-9. Optional, but it helps their finance team file it.

Exempt payee code1 for a 501(c)(3). 3 for a state school. Blank if neither.

FATCA exemption codeApplies only to accounts held outside the U.S. Leave blank.

Line 7 — Account numbersOnly if the funder gave you a vendor or account number to reference.

Your EIN or SSN never leaves this device. The PDF is assembled in your browser and OneGrant stores nothing.

OneGrant fills the official IRS Form W-9 (Rev. March 2024) as a convenience and does not give tax advice. Confirm the payee, the classification, and the taxpayer identification number with your campus finance office or the funder before you send anything.

Generate your W-9

Who does the funder actually pay?

Payee details

Line 3a — Federal tax classification

Part I — Taxpayer identification number