Add a New Contact for a Recipient and Upload a W9

Create a contact profile for a recipient, where you can upload pertinent documents and track payments made with your fiscal sponsor's approval.

Introduction

Whether you need to pay for a good, service, or reimbursement, you can easily create a contact profile to send a payment via ACH or paper check with your fiscal sponsor's approval.

Create a Contact Profile for a Recipient

Step 1: From the Contacts Page, Click 'Create Contact Profile'

Next, select whether the recipient is an Individual or a Business.

Step 2: Enter the Recipient's Name and Contact Information

Enter the contact's first and last name. You can also add their contact information, such as their email to send them a tax acknowledgement letter. Then click 'Next.'

Enter the Contact's Address

Optionally, you can save the contact's address. To skip this step, click 'Next.'

Other Info

Enter the organization's EIN. To skip this, click 'Next.'

Step 3: (Optional) Enter the Contact's Banking Information

First select the recipient's bank account type. Then enter the name of the recipient's bank, account number and routing number. Then click 'Done.'

To skip this step, you can click 'Done' without banking information.

Success! The contact profile is now saved in Mazlo.