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May 31, 2019 08:11
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hellosign-w9-form-code
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| { | |
| "forms": [ | |
| { | |
| "enabled": true, | |
| "fields": [ | |
| { | |
| "allowMultiple": false, | |
| "dataRef": "entityType", | |
| "errors": { | |
| "required": "This field is required" | |
| }, | |
| "id": "entityTypeGroup", | |
| "label": "What is your tax classification?", | |
| "options": [ | |
| "Individual", | |
| "Business" | |
| ], | |
| "presentation": "buttons", | |
| "required": true, | |
| "roles": [ | |
| "signer" | |
| ], | |
| "type": "MultipleChoice", | |
| "validators": [] | |
| }, | |
| { | |
| "children": [ | |
| { | |
| "children": [ | |
| { | |
| "dataRef": "taxClassification", | |
| "id": "taxClassificationSP", | |
| "label": "Sole Proprietor", | |
| "roles": [ | |
| "signer" | |
| ], | |
| "type": "Toggle", | |
| "validators": [], | |
| "value": "Sole Proprietor" | |
| }, | |
| { | |
| "dataRef": "taxClassification", | |
| "id": "taxClassificationCC", | |
| "label": "C Corporation", | |
| "roles": [ | |
| "signer" | |
| ], | |
| "type": "Toggle", | |
| "validators": [], | |
| "value": "C Corporation" | |
| }, | |
| { | |
| "dataRef": "taxClassification", | |
| "id": "taxClassificationSC", | |
| "label": "S Corporation", | |
| "roles": [ | |
| "signer" | |
| ], | |
| "type": "Toggle", | |
| "validators": [], | |
| "value": "S Corporation" | |
| }, | |
| { | |
| "dataRef": "taxClassification", | |
| "id": "taxClassificationP", | |
| "label": "Partnership", | |
| "roles": [ | |
| "signer" | |
| ], | |
| "type": "Toggle", | |
| "validators": [], | |
| "value": "Partnership" | |
| }, | |
| { | |
| "dataRef": "taxClassification", | |
| "id": "taxClassificationTE", | |
| "label": "Trust/Estate", | |
| "roles": [ | |
| "signer" | |
| ], | |
| "type": "Toggle", | |
| "validators": [], | |
| "value": "Trust/Estate" | |
| }, | |
| { | |
| "dataRef": "taxClassification", | |
| "id": "taxClassificationSML", | |
| "label": "Single-member LLC", | |
| "roles": [ | |
| "signer" | |
| ], | |
| "type": "Toggle", | |
| "validators": [], | |
| "value": "Single-member LLC" | |
| }, | |
| { | |
| "dataRef": "taxClassification", | |
| "id": "taxClassificationL", | |
| "label": "LLC", | |
| "roles": [ | |
| "signer" | |
| ], | |
| "type": "Toggle", | |
| "validators": [], | |
| "value": "LLC" | |
| }, | |
| { | |
| "dataRef": "taxClassification", | |
| "id": "taxClassificationO", | |
| "label": "Other", | |
| "roles": [ | |
| "signer" | |
| ], | |
| "type": "Toggle", | |
| "validators": [], | |
| "value": "Other" | |
| } | |
| ], | |
| "dataRef": "taxClassification", | |
| "errors": { | |
| "default": "Invalid", | |
| "required": "Your tax classification is required" | |
| }, | |
| "id": "taxClassificationGroup", | |
| "required": { | |
| "args": [], | |
| "macroName": "isBusiness", | |
| "methodName": null | |
| }, | |
| "roles": [ | |
| "signer" | |
| ], | |
| "type": "SelectGroup", | |
| "validators": [], | |
| "visible": { | |
| "args": [], | |
| "macroName": "isBusiness", | |
| "methodName": null | |
| } | |
| }, | |
| { | |
| "children": [ | |
| { | |
| "dataRef": "taxSubClassification", | |
| "id": "taxSubClassificationCC", | |
| "label": "C Corporation", | |
| "roles": [ | |
| "signer" | |
| ], | |
| "type": "Toggle", | |
| "validators": [], | |
| "value": "C Corporation" | |
| }, | |
| { | |
| "dataRef": "taxSubClassification", | |
| "id": "taxSubClassificationSC", | |
| "label": "S Corporation", | |
| "roles": [ | |
| "signer" | |
| ], | |
| "type": "Toggle", | |
| "validators": [], | |
| "value": "S Corporation" | |
| }, | |
| { | |
| "dataRef": "taxSubClassification", | |
| "id": "taxSubClassificationP", | |
| "label": "Partnership", | |
| "roles": [ | |
| "signer" | |
| ], | |
| "type": "Toggle", | |
| "validators": [], | |
| "value": "Partnership" | |
| } | |
| ], | |
| "dataRef": "taxSubClassification", | |
| "errors": { | |
| "default": "Invalid", | |
| "required": "Your tax classification is required" | |
| }, | |
| "id": "taxSubClassificationGroup", | |
| "label": "Select the tax classification", | |
| "required": { | |
| "args": [], | |
| "macroName": "isLLC", | |
| "methodName": null | |
| }, | |
| "roles": [ | |
| "signer" | |
| ], | |
| "type": "SelectGroup", | |
| "validators": [], | |
| "visible": { | |
| "args": [], | |
| "macroName": "isLLC", | |
| "methodName": null | |
| } | |
| } | |
| ], | |
| "dataRef": "taxClassificationTree", | |
| "id": "taxClassificationTree", | |
| "roles": [ | |
| "signer" | |
| ], | |
| "type": "SelectTree", | |
| "validators": [], | |
| "visible": { | |
| "args": [], | |
| "macroName": "isBusiness", | |
| "methodName": null | |
| } | |
| }, | |
| { | |
| "dataRef": "fullName", | |
| "id": "fullName", | |
| "label": "Full name", | |
| "placeholder": "Full name", | |
| "required": { | |
| "args": [ | |
| { | |
| "args": [], | |
| "macroName": "isIndividual", | |
| "methodName": null | |
| }, | |
| { | |
| "args": [], | |
| "macroName": "isSingleBusiness", | |
| "methodName": null | |
| } | |
| ], | |
| "macroName": null, | |
| "methodName": "or" | |
| }, | |
| "roles": [ | |
| "signer" | |
| ], | |
| "type": "TextInput", | |
| "validators": [], | |
| "visible": { | |
| "args": [ | |
| { | |
| "args": [], | |
| "macroName": "isIndividual", | |
| "methodName": null | |
| }, | |
| { | |
| "args": [], | |
| "macroName": "isSingleBusiness", | |
| "methodName": null | |
| } | |
| ], | |
| "macroName": null, | |
| "methodName": "or" | |
| } | |
| }, | |
| { | |
| "dataRef": "businessName", | |
| "errors": { | |
| "default": "Invalid", | |
| "required": "Your business name is required" | |
| }, | |
| "id": "businessName", | |
| "label": "Business Name", | |
| "placeholder": "Business name", | |
| "required": { | |
| "args": [], | |
| "macroName": "isBusiness", | |
| "methodName": null | |
| }, | |
| "roles": [ | |
| "signer" | |
| ], | |
| "type": "TextInput", | |
| "validators": [], | |
| "visible": { | |
| "args": [], | |
| "macroName": "isBusiness", | |
| "methodName": null | |
| } | |
| }, | |
| { | |
| "dataRef": "tradeName", | |
| "errors": { | |
| "default": "Invalid", | |
| "required": "Your trade/DBA name is required" | |
| }, | |
| "id": "tradeName", | |
| "label": "Trade or DBA name", | |
| "placeholder": "Name", | |
| "required": false, | |
| "roles": [ | |
| "signer" | |
| ], | |
| "type": "TextInput", | |
| "validators": [], | |
| "visible": { | |
| "args": [ | |
| { | |
| "args": [], | |
| "macroName": "isBusiness", | |
| "methodName": null | |
| }, | |
| { | |
| "args": [ | |
| { | |
| "args": [], | |
| "macroName": "isSingleBusiness", | |
| "methodName": null | |
| }, | |
| true | |
| ], | |
| "macroName": null, | |
| "methodName": "not" | |
| } | |
| ], | |
| "macroName": null, | |
| "methodName": "and" | |
| } | |
| }, | |
| { | |
| "children": [ | |
| { | |
| "dataRef": "street", | |
| "errors": { | |
| "default": "Invalid", | |
| "required": "Your street address is required" | |
| }, | |
| "id": "street", | |
| "placeholder": "Street", | |
| "roles": [ | |
| "signer" | |
| ], | |
| "type": "TextInput", | |
| "validators": [], | |
| "visible": { | |
| "args": [], | |
| "macroName": "hasEntityType", | |
| "methodName": null | |
| } | |
| }, | |
| { | |
| "dataRef": "city", | |
| "errors": { | |
| "default": "Invalid", | |
| "lettersOnly": "The city name can only contain letters", | |
| "required": "Your city is required" | |
| }, | |
| "id": "city", | |
| "placeholder": "City", | |
| "required": true, | |
| "roles": [ | |
| "signer" | |
| ], | |
| "type": "TextInput", | |
| "validators": [], | |
| "visible": { | |
| "args": [], | |
| "macroName": "hasEntityType", | |
| "methodName": null | |
| } | |
| }, | |
| { | |
| "dataRef": "state", | |
| "errors": { | |
| "default": "Invalid", | |
| "required": "Your state is required" | |
| }, | |
| "id": "state", | |
| "options": { | |
| "VA": "VA", | |
| "IA": "IA", | |
| "GA": "GA", | |
| "WY": "WY", | |
| "AR": "AR", | |
| "NH": "NH", | |
| "SD": "SD", | |
| "VT": "VT", | |
| "CT": "CT", | |
| "AZ": "AZ", | |
| "LA": "LA", | |
| "NV": "NV", | |
| "SC": "SC", | |
| "TX": "TX", | |
| "KS": "KS", | |
| "NE": "NE", | |
| "NJ": "NJ", | |
| "NY": "NY", | |
| "OK": "OK", | |
| "KY": "KY", | |
| "MS": "MS", | |
| "NM": "NM", | |
| "WV": "WV", | |
| "ME": "ME", | |
| "DC": "DC", | |
| "MI": "MI", | |
| "IN": "IN", | |
| "DE": "DE", | |
| "UT": "UT", | |
| "MO": "MO", | |
| "IL": "IL", | |
| "NC": "NC", | |
| "WI": "WI", | |
| "MD": "MD", | |
| "RI": "RI", | |
| "MA": "MA", | |
| "WA": "WA", | |
| "CA": "CA", | |
| "HI": "HI", | |
| "AL": "AL", | |
| "MT": "MT", | |
| "PA": "PA", | |
| "ID": "ID", | |
| "OR": "OR", | |
| "MN": "MN", | |
| "FL": "FL", | |
| "CO": "CO", | |
| "AK": "AK", | |
| "OH": "OH", | |
| "ND": "ND", | |
| "TN": "TN" | |
| }, | |
| "placeholder": "State", | |
| "required": true, | |
| "roles": [ | |
| "signer" | |
| ], | |
| "type": "SelectList", | |
| "validators": [], | |
| "visible": { | |
| "args": [], | |
| "macroName": "hasEntityType", | |
| "methodName": null | |
| } | |
| }, | |
| { | |
| "dataRef": "zipcode", | |
| "errors": { | |
| "default": "Invalid zip code", | |
| "numbersOnly": "Can only include numbers", | |
| "required": "Your zip code is required" | |
| }, | |
| "id": "zipcode", | |
| "placeholder": "Zip", | |
| "required": true, | |
| "roles": [ | |
| "signer" | |
| ], | |
| "type": "TextInput", | |
| "validators": [ | |
| { | |
| "args": [ | |
| { | |
| "args": [ | |
| "zipcode" | |
| ], | |
| "macroName": null, | |
| "methodName": "val" | |
| } | |
| ], | |
| "macroName": null, | |
| "methodName": "numbersOnly" | |
| } | |
| ], | |
| "visible": { | |
| "args": [], | |
| "macroName": "hasEntityType", | |
| "methodName": null | |
| } | |
| } | |
| ], | |
| "dataRef": "address", | |
| "id": "address", | |
| "label": "Mailing address", | |
| "roles": [ | |
| "signer" | |
| ], | |
| "type": "AddressGroup", | |
| "validators": [], | |
| "visible": { | |
| "args": [], | |
| "macroName": "hasEntityType", | |
| "methodName": null | |
| } | |
| }, | |
| { | |
| "dataRef": "state", | |
| "id": "stateHidden", | |
| "roles": [ | |
| "signer" | |
| ], | |
| "type": "Hidden", | |
| "validators": [] | |
| }, | |
| { | |
| "dataRef": "street", | |
| "id": "streetHidden", | |
| "roles": [ | |
| "signer" | |
| ], | |
| "type": "Hidden", | |
| "validators": [] | |
| }, | |
| { | |
| "dataRef": "city", | |
| "id": "cityHidden", | |
| "roles": [ | |
| "signer" | |
| ], | |
| "type": "Hidden", | |
| "validators": [] | |
| }, | |
| { | |
| "dataRef": "zipcode", | |
| "id": "zipHidden", | |
| "roles": [ | |
| "signer" | |
| ], | |
| "type": "Hidden", | |
| "validators": [] | |
| }, | |
| { | |
| "dataRef": "socialnn", | |
| "errors": { | |
| "default": "Social security number must have 9 digits", | |
| "numbersOnly": "SSN must be numbers", | |
| "required": "Your SSN is required" | |
| }, | |
| "id": "socialnn", | |
| "label": "Social security number / TIN", | |
| "required": { | |
| "args": [ | |
| { | |
| "args": [], | |
| "macroName": "isIndividual", | |
| "methodName": null | |
| }, | |
| { | |
| "args": [], | |
| "macroName": "isSoleProprietor", | |
| "methodName": null | |
| } | |
| ], | |
| "macroName": null, | |
| "methodName": "or" | |
| }, | |
| "roles": [ | |
| "signer" | |
| ], | |
| "type": "SSN", | |
| "validators": [ | |
| { | |
| "args": [ | |
| { | |
| "args": [ | |
| "socialnn" | |
| ], | |
| "macroName": null, | |
| "methodName": "val" | |
| } | |
| ], | |
| "macroName": null, | |
| "methodName": "numbersOnly" | |
| } | |
| ], | |
| "visible": { | |
| "args": [ | |
| { | |
| "args": [], | |
| "macroName": "isIndividual", | |
| "methodName": null | |
| }, | |
| { | |
| "args": [], | |
| "macroName": "isSoleProprietor", | |
| "methodName": null | |
| } | |
| ], | |
| "macroName": null, | |
| "methodName": "or" | |
| } | |
| }, | |
| { | |
| "dataRef": "employeeId", | |
| "errors": { | |
| "default": "Employer ID number must be 9 digits", | |
| "numbersOnly": "Employer ID must be numbers" | |
| }, | |
| "id": "employeeId", | |
| "label": "Employer Identification Number", | |
| "required": { | |
| "args": [ | |
| { | |
| "args": [], | |
| "macroName": "isBusiness", | |
| "methodName": null | |
| }, | |
| { | |
| "args": [ | |
| { | |
| "args": [], | |
| "macroName": "isSoleProprietor", | |
| "methodName": null | |
| }, | |
| true | |
| ], | |
| "macroName": null, | |
| "methodName": "not" | |
| } | |
| ], | |
| "macroName": null, | |
| "methodName": "and" | |
| }, | |
| "roles": [ | |
| "signer" | |
| ], | |
| "type": "EIN", | |
| "validators": [ | |
| { | |
| "args": [ | |
| { | |
| "args": [ | |
| "employeeId" | |
| ], | |
| "macroName": null, | |
| "methodName": "val" | |
| } | |
| ], | |
| "macroName": null, | |
| "methodName": "numbersOnly" | |
| } | |
| ], | |
| "visible": { | |
| "args": [ | |
| { | |
| "args": [], | |
| "macroName": "isBusiness", | |
| "methodName": null | |
| }, | |
| { | |
| "args": [ | |
| { | |
| "args": [], | |
| "macroName": "isSoleProprietor", | |
| "methodName": null | |
| }, | |
| true | |
| ], | |
| "macroName": null, | |
| "methodName": "not" | |
| } | |
| ], | |
| "macroName": null, | |
| "methodName": "and" | |
| } | |
| }, | |
| { | |
| "allowMultiple": false, | |
| "dataRef": "payeeCode", | |
| "id": "payeeCode", | |
| "label": "Exempt payee code", | |
| "options": [ | |
| "1", | |
| "2", | |
| "3", | |
| "4", | |
| "5", | |
| "6", | |
| "7", | |
| "8", | |
| "9", | |
| "10", | |
| "11", | |
| "12", | |
| "13" | |
| ], | |
| "placeHolder": "-", | |
| "placeholder": "-", | |
| "presentation": "dropdown", | |
| "required": false, | |
| "roles": [ | |
| "signer" | |
| ], | |
| "type": "MultipleChoice", | |
| "validators": [], | |
| "visible": { | |
| "args": [], | |
| "macroName": "isBusiness", | |
| "methodName": null | |
| } | |
| }, | |
| { | |
| "allowMultiple": false, | |
| "dataRef": "fatcaCode", | |
| "id": "fatcaCode", | |
| "label": "Exemption from FATCA reporting code", | |
| "options": [ | |
| "A", | |
| "B", | |
| "C", | |
| "D", | |
| "E", | |
| "F", | |
| "G", | |
| "H", | |
| "I", | |
| "J", | |
| "K", | |
| "L", | |
| "M" | |
| ], | |
| "placeholder": "-", | |
| "presentation": "dropdown", | |
| "required": false, | |
| "roles": [ | |
| "signer" | |
| ], | |
| "type": "MultipleChoice", | |
| "validators": [], | |
| "visible": { | |
| "args": [], | |
| "macroName": "isBusiness", | |
| "methodName": null | |
| } | |
| }, | |
| { | |
| "dataRef": "accountNumbers", | |
| "defaultSize": 1, | |
| "errors": { | |
| "default": "Invalid" | |
| }, | |
| "extendable": true, | |
| "id": "accountNumbers", | |
| "label": "Account number(s) with the IRS", | |
| "maxSize": 2, | |
| "minSize": 1, | |
| "required": false, | |
| "roles": [ | |
| "signer" | |
| ], | |
| "type": "List", | |
| "validators": [], | |
| "visible": { | |
| "args": [], | |
| "macroName": "hasEntityType", | |
| "methodName": null | |
| } | |
| }, | |
| { | |
| "dataRef": "textAgreement", | |
| "id": "textAgreement", | |
| "roles": [], | |
| "type": "Paragraph", | |
| "validators": [], | |
| "value": { | |
| "content": [ | |
| { | |
| "content": [ | |
| { | |
| "marks": [ | |
| { | |
| "type": "strong" | |
| } | |
| ], | |
| "text": "Under penalties of perjury, I certify that:", | |
| "type": "text" | |
| } | |
| ], | |
| "type": "paragraph" | |
| }, | |
| { | |
| "attrs": { | |
| "order": 1 | |
| }, | |
| "content": [ | |
| { | |
| "content": [ | |
| { | |
| "content": [ | |
| { | |
| "text": "The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and", | |
| "type": "text" | |
| } | |
| ], | |
| "type": "paragraph" | |
| }, | |
| { | |
| "type": "paragraph" | |
| } | |
| ], | |
| "type": "listItem" | |
| }, | |
| { | |
| "content": [ | |
| { | |
| "content": [ | |
| { | |
| "text": "I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and", | |
| "type": "text" | |
| } | |
| ], | |
| "type": "paragraph" | |
| }, | |
| { | |
| "type": "paragraph" | |
| } | |
| ], | |
| "type": "listItem" | |
| }, | |
| { | |
| "content": [ | |
| { | |
| "content": [ | |
| { | |
| "text": "I am a U.S. citizen or other U.S. person (defined in instructions); and ", | |
| "type": "text" | |
| } | |
| ], | |
| "type": "paragraph" | |
| }, | |
| { | |
| "type": "paragraph" | |
| } | |
| ], | |
| "type": "listItem" | |
| }, | |
| { | |
| "content": [ | |
| { | |
| "content": [ | |
| { | |
| "text": "The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct. ", | |
| "type": "text" | |
| } | |
| ], | |
| "type": "paragraph" | |
| }, | |
| { | |
| "type": "paragraph" | |
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| "text": "Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN.\n", | |
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| "label": "Exempt_payee_code (Signer)", | |
| "type": "Text", | |
| "value": "value @entityType do\n\"Business\" -> @payeeCode\n_ -> nil\nend" | |
| }, | |
| { | |
| "coords": { | |
| "page": 1, | |
| "rawValue": "coords %{x: 512, y: 177, page: 1}", | |
| "x": 512, | |
| "y": 177 | |
| }, | |
| "dimensions": { | |
| "height": 16, | |
| "width": 74 | |
| }, | |
| "id": "Exemption_from_FATCA_reporting_code (Signer)", | |
| "label": "Exemption_from_FATCA_reporting_code (Signer)", | |
| "type": "Text", | |
| "value": "value @entityType do\n \"Business\" -> @fatcaCode\n_ -> nil\nend" | |
| }, | |
| { | |
| "coords": { | |
| "page": 1, | |
| "rawValue": "coords %{x: 413, y: 157, page: 1}", | |
| "x": 413, | |
| "y": 158 | |
| }, | |
| "dimensions": { | |
| "height": 16, | |
| "width": 44 | |
| }, | |
| "id": "taxSubClassification (Signer)", | |
| "label": "taxSubClassification (Signer)", | |
| "type": "Text", | |
| "value": "value [@entityType, @taxClassification, @taxSubClassification] do\n[\"Individual\", _, _] -> \"\"\n[_, \"LLC\", \"S Corporation\"] -> \"S\"\n[\"Business\", \"LLC\", \"C Corporation\"] -> \"C\"\n[\"Business\", \"LLC\", \"Partnership\"] -> \"P\"\n_ -> \"\"\n\nend" | |
| }, | |
| { | |
| "coords": { | |
| "page": 1, | |
| "rawValue": "coords %{x: 408, y: 524, page: 1}", | |
| "x": 408, | |
| "y": 524 | |
| }, | |
| "dimensions": { | |
| "height": 16, | |
| "width": 123 | |
| }, | |
| "id": "Date Signed (Signer)", | |
| "label": "Date Signed (Signer)", | |
| "type": "Text", | |
| "value": "value \"#{format(:date, \"now\", \"{M}/{D}/{YYYY}\")}\"" | |
| } | |
| ], | |
| "settings": { | |
| "preview": true | |
| }, | |
| "templateId": "IrLyADiAc32vs2uB" | |
| } | |
| ], | |
| "mapping": { | |
| "w9.fullName": { | |
| "args": [ | |
| "fullName" | |
| ], | |
| "macroName": null, | |
| "methodName": "val" | |
| } | |
| }, | |
| "mergeFields": [ | |
| { | |
| "dataRef": "fullName", | |
| "label": "Full Name" | |
| } | |
| ], | |
| "roles": [ | |
| { | |
| "id": "signer", | |
| "title": "Signer" | |
| } | |
| ] | |
| } |
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