How to Upload Your Insurance Certificate & W-9 in Buildertrend
Step 1:
Log in by going to Buildertrend and signing in with your the credentials you created when signing up.
Step 2:
Open your company profile by clicking your name or company name.
Step 3:
Go to Insurance / Documents and click insurance, documents, or compliance (menu names may vary)
Step 4:
Upload your Certificate of Insurance (COI) by clicking upload or add document. Upload your COI (PDF format required) and fill in: ● Insurance Type (General Liability or Workers Comp.) ● Policy Number ● Effective Date ● Expiration Date
For the W-9 nothing need to be filled in just upload the document.
Click Save / Submit
Step 5:
Your certificate will show as Pending. You’ll be notified if changes are needed. Once approved, no further action is required
*If you unable to get your certificate(s) or W-9 to upload, please use the form below.