Complete Form W-9 starts the form when none has been sent yet

Shipped

November 13, 2026 at 1:52 AM UTC

Author

Kamo

Commit

6860855

The W-9 now goes out on a withdraw attempt, not on a page view, so a member who had not tried to withdraw had no assignment, and the button's link was their own Legal & Compliance tab - the page it sits on - so clicking it did nothing. The button (My Requirements, Before You Can Withdraw, and the withdraw panel) now asks DocsService to start the requirement and opens the sign wizard it answers with, or says why it could not.