Mandatory W9 Form Requirement for Affiliates

To make W9 form mandatory for your affiliates: Go to Settings > Extras > W9 Form section. 

Now, go to the Look and Feel > Affiliate Dashboard > Dashboard Tabs section.

Here, click on Edit Form.

Here, click on Add your own field.

Now, set the field title.

Next, enable the required toggle.

After this, select the W9 form upload type.

Now, select the account year.

Finally, click on Submit.

Enable the "Disable affiliate's dashboard access until profile is completed" option.

Finally, click on Save.

Affiliates must fill out the W9 form to access their dashboard.

Check out our video guide on how to make W9 form mandatory for your affiliates: