Skip to main content
ericb007man
ericb007man
Known Participant
January 15, 2010
Answered

Need to sign a W9 form

  • January 15, 2010
  • 1 reply
  • 36279 views

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

    This topic has been closed for replies.
    Correct answer Phillip M Jones

    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.

    1 reply

    Phillip M Jones
    Phillip M Jones
    Inspiring
    January 16, 2010

    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.

    ericb007man
    ericb007manAuthor
    Known Participant
    January 18, 2010

    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.

    Phillip M Jones
    Phillip M Jones
    Inspiring
    January 19, 2010

    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


    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

    Terms & ConditionsAccessibility statement
    Using the community Terms of use Privacy Cookie preferences Do not sell or share my personal information ad choicesAdChoices