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How to Set Up Tipalti Payment on OneForma

Table of Contents:

Your Payment OptionsWhy Choose Tipalti?Getting Your Tipalti Account ConnectedThe Setup ProcessOption 1: Create Your Account Through OneFormaOption 2: Link Your Existing Tipalti AccountStep 1: Your Address DetailsStep 2: How You Want to Get PaidStep 3: Tax FormsW9- for US Individuals/entitiesOthersStep 4: You’re All Set!Need More Help?

Getting paid for your work shouldn’t be complicated. Before you can receive your OneForma earnings, you’ll need to set up a payment method–just once. Think of it as giving us your digital address so your money knows where to go.

Your Payment Options

OneForma gives you three ways to get paid:

Payoneer – This is our go-to recommendation. No payment caps, and your money arrives monthly straight to your account.

PayPal – Works great if you’re earning up to $300 per year. Once you hit that ceiling, you’ll need to switch to something else.

Tipalti – Our newest option. It works like Payoneer with unlimited payments and some nice perks for smaller amounts.

Quick heads-up: International transfers and currency exchanges might come with extra fees. Worth checking each provider’s website to see what works best for your situation.

Why Choose Tipalti?

Tipalti keeps things simple:

  • No payment limits – Earn as much as you want
  • Monthly payments – You’ll get paid during our regular cycles
  • Fast turnaround – Your money typically arrives 2-3 days after we release it
  • Better for smaller payments – Lower transaction fees mean you keep more of what you earn
  • Local currency withdrawals – Get paid in your own currency and save on conversion costs

Note: We still keep a $10 minimum per payment to make sure it’s actually worth it for you after fees.

Getting Your Tipalti Account Connected

You’ve got two paths here, both pretty straightforward:

Option 1: Create Your Account Through OneForma

Don’t have a Tipalti account yet? No problem.

  1. Head to your profile by clicking your name, click View Profile, and go to the Payment Settings section.
  2. Click Connect Tipalti Account.
  3. Follow the prompts on your screen. (Detailed steps are listed at the end of this article)
  4. Your account gets created and linked automatically.
  5. Set it as your default payment method.
  6. You’re done!

Already using Tipalti? Even easier.

  1. Head to your profile by clicking your name, click View Profile, and go to the Payment Settings section.
  2. Click Connect Tipalti Account.
  3. Log into your Tipalti account.
  4. Follow the quick steps and finish the process as quick as in under 5 minutes.

Timing matters: To avoid delays with your first payment, link your account by the 20th of the month before you want to start getting paid. Want payments starting in January? Get everything connected by December 20th.

The Setup Process

Step 1: Your Address Details

Start by telling us who you are and where you’re located.

Choose your type:

  • Individual (just you)
  • Company (if you’re running a business)

Fill in your basics:

  • Contact email and phone number
  • Your full name (first, middle, last)
  • Company name (if you selected Company)
  • Country of residence
  • Full address, city, and ZIP code

Depending on where you live, you might need to add your date of birth, country of birth, or state.

Click Next when you’re ready to move on.

Step 2: How You Want to Get Paid

Pick your payment method from the dropdown:

  • Local Bank Transfer
  • Wire Transfer
  • Check
  • PayPal

Each method has its own setup requirements. Here’s what you’ll need:

Local Bank Transfer

Your payment currency gets set automatically based on where you live.

You’ll enter:

  • Name on your account
  • Bank details (name, city, province, ZIP)
  • SWIFT code and IFSC code
  • Account number
  • Date of birth and country of birth
  • Account type
  • Agree to Tipalti’s terms and privacy policy

Wire Transfer

You’ll enter:

  • Payment currency (you choose this one)
  • Account details (name, number, IFSC, phone, SWIFT)
  • Complete bank information (name, address, city, province, ZIP, PIN)
  • Account type
  • Intermediary bank info (if needed)
  • Agreement to terms and privacy policy

Check

Simple setup:

  • Choose the name for your check
  • Your address fills in automatically
  • Agree to terms and privacy policy

PayPal

Quick and easy:

  • Select your payment currency
  • Enter your PayPal email
  • Agree to terms and privacy policy

Step 3: Tax Forms

Pick the tax form that applies to you and click Complete Form.

For Non-US Folks (W-8BEN or W-8BEN-E)

W-8BEN is for individuals, W-8BEN-E is for companies.

  1. Select the checkbox to acknowledge the terms of the agreement and enter your signature.
  2. Click Submit, Continue to the Tax Form.

Identification of Beneficial Owner (Part 1)

  1. Enter the following details
    • If you have selected W-8BEN form, enter Name and select the Country of Citizenship from the drop-down list.
    • If you have selected the W-8BEN-E form, then enter Name of Organization, Country of Incorporation or Organization and select the Type of Entity.
  2. Enter your permanent residence details such as Country, Address, City and Zip.
    Note: If your permanent address is the same as the contact address provided in Step 1, keep the “same as contact address” checkbox selected.
  3. Enter your mailing address details such as Country, Address, City and Zip.
    Note: If your permanent address is the same as the contact address provided in Step 1, keep the “same as permanent address” checkbox selected.
  4. Click Continue.
  5. To claim treaty benefits, enter either your U.S. Tax ID Number or Foreign Tax ID Number.
    Note: Select the checkbox “I can’t claim treaty benefits, so I’m not required to provide a Tax ID Number” if not applicable to you.
  6. Click Continue.

Claim of Treaty Benefits (Part II)

  1. Select your country from the drop-down list to certify that you are a resident of the selected country under the income tax treaty with the United States.
    Note: If you have selected W-8BEN-E form, select the checkbox to claim treaty benefits and choose the applicable option from the available list.
  2. Click Continue.

Review

  1. Review all the information you have entered.
  2. To update any information, click Back. Click Continue to finalize the selected form.

Certification (Part III)

  1. Select the checkbox to confirm that you have reviewed the information provided on the form, and certify that all details are true, correct, and complete to the best of your knowledge.
  2. Type your full name and contact email address to confirm your agreement to electronically submit the completed form.
  3. Then, select one of the following options:
    • If you have selected W-8BEN form, choose from the options below.
      • I am signing for myselfI am signing on behalf of someone else, under power of attorney
      • I am signing on behalf of someone else
    • If you have selected W-8BEN-E form, select the checkbox ‘I certify that I have the capacity to sign for the entity identified on line 1 of this form’.
  4. Click Submit Form.

W9- for US Individuals/entities

  1. Enter individual or company name as per displayed on your income tax return.
  2. Enter Business/ Disregarded Entity Name if required.
  3. Select the appropriate entity type by checking one of the available options.
    Note: If you are a disregarded entity, select the tax classification of your owner instead of selecting LLC.
  4. Provide exemption details (if applicable):
    • Enter the Exempt Payee Code (if any)
    • Enter the Exemption from FATCA Reporting Code (if applicable for accounts outside the U.S.).
  6. Enter your Address, City, State and ZIP Code.
    Note: You may also enter the requester’s name, address, and account number(s), if required.
  7. Provide your Taxpayer Identification Number (TIN):
    • Enter your Social Security Number (SSN) or Employer Identification Number (EIN) in the appropriate field.
    • Read the Certification section carefully.
  8. Provide your electronic signature:
    • Type your full name and contact email address to confirm electronic submission of your completed W-9 form.
  9. Enter the Date Signed and Contact Email.
  10. Click Next to proceed.

Others

  1. Select the applicable tax form from the drop-down list.
  2. Click Complete Form.
  3. Download the selected tax form and fill in all the required details.
  4. Click Choose file to upload the form.
  5. Click Next to proceed.

Step 4: You’re All Set!

You’ll see a confirmation message that everything’s complete. Want to review or change something? Click Back to revisit any step, make your edits, then work through the steps again to finalize.

Click Close to wrap things up.

Need More Help?

We at OneForma support are always happy to help. If you still have any comments, questions, or concerns, reach out to us through our Contact Form and we’ll get back to you as soon as possible.