If you earned $600 or more bonuses from SoFi this year, we will send you a Form 1099-MISC at the end of the year for tax purposes. This document will report all your bonus income from SoFi. If you earned less than $599.99, no tax documentation will be sent.
To complete your W-9 click the link here, it will ask you to log in to your SoFi profile, you will be automatically directed to complete the W-9 form. Make sure to have your ACH information where you would like the funds deposited. Once you have entered all the required information, please ensure you electronically sign the form in order to complete. Please note your bonus will be paid out to you within 30-days, once the referred loan funds.
NOTE: These instructions should not be used for IRS-related W-9 requirements.