A W-9 is a standardized legal document used to collect tax ID or EIN numbers and insurance agents or patients may call in to request it.
Please ask the agent the reason why they need it and the e-mail address or FAX we should use to send the information.
Escalate to Douglas Arreaga and leave notes in AMD with details including the agent’s name, the insurance company’s name, and the Call Reference ID.
Last update by: Claudia F (July 26, 2024)