To fix a TIN mismatch alert message, do the following:

Ensure the Following Match:

1. Consumer name matches social security card.
   • Business name matches IRS filing
2. If needed, update CIF AND Short name to match.
   • Complete and scan W9. 
     • After scanning, allow 2 weeks for the exception to be reviewed. 
   • A file is sent to IRS every 2 weeks.
3. Update signature/resolution if needed on the business or consumer account.
4. After the 2 weeks, if it matches you will see a Y in maintenance history and alert will be removed.
5. If it doesn’t match you will see a N and alert will remain on CIF for further correction needed.

Note: The W9 can be found in Xperience > SilverLake > StreamLine Platform Menu > Recall Existing Accounts From Core under Platform Type *MD. The W9 is in the list of miscellaneous documents.