How To: Elect / Cancel Online W-2 Form Delivery

Who does this?  Stanford Employees or Former Employees

When?  Employees choose to access their W-2 Form electronically.

How?  Stanford offers online delivery of W-2 Form through Axess and through W-2Express (a product of Equifax, a third party service provider). W-2 Forms may be accessed via either portal, regardless of where consent was registered.

 

On this page:

 

Elect Online W-2 Form Delivery in Axess (2 steps)

step 1

Launch the Axess portal:

  1. https://axess.stanford.edu.
  2. Enter your SUNet ID.
  3. Enter your SUNet ID password.
step 2

Elect and submit your consent:

  1. Click on Employee Center tab.
  2. Click on W-2/W-2c Consent link, under the Taxes section.
  3. Review the consent instructions.
  4. Click the checkbox to indicate your consent.
  5. Click Submit button.
  6. Click Employee Center to return to the portal.

    Notes:
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Elect Online W-2 Form Delivery in W-2Express (7 steps)

step 1

Launch the W-2Express web site:

  1. http://www.w2express.com.
step 2

Log into W-2Express web site:

  1. Enter Code 10526 in Employer Name or Code field.
  2. Click Go button.
  3. Enter your Social Security Number.
  4. Enter your PIN (personal identification number).

    Note:  Default PIN is your date of birth (format: YYYYMMDD)

  5. Click Continue.
  6. You will be prompted to set a series of security questions and a security image before proceeding to the main menu. On subsequent logins, you will be presented with your selected security image and required to respond to one or more of your security questions.
step 3

First Time Login:

  1. You will be prompted to change your default password:
    • Enter your Old PIN (i.e. default date of birth).
    • Enter your New PIN (format: 4 to 8 digits [numeric] in length).
    • Re-enter your New PIN.
  2. You will receive confirmation that your PIN has been changed.
    • Click Continue button.
step 4

From Main Menu, W-2 Features list:

  1. Click Consent for Online Delivery.
step 5

Complete W-2 Consent Disclosure & Test:

  1. Read the W-2 Consent Disclosure (including hardware and software requirements for accessing, printing, and retaining W-2 Forms).


    2. Note:  Read the disclosure information carefully including System Requirements.

  2. Click Test Now to view sample W-2.


    3. Note:  Adobe Acrobat Reader opens a PDF of sample W-2.

  3. Close the PDF window to continue
  4. If you DID NOT see the Test document:
    • Click I did not see the test document.
    • If you are not able to resolve the issue, click I do not want to enroll for online delivery of my original W-2 Wage and Tax Statement.
    • Your W-2 Forms will continue to be mailed to your mailing address on file with Stanford.
  5. If you DID see the Test document and you want to continue with your election:
    • Click I saw the test W-2, read all of the important information above, and want to receive my original W-2 statement online.
    Note:  W-2 Delivery Schedule.
step 6

Complete W-2 Form Online Access Form:

  1. Click Add or Change Email.
  2. Enter/update Email addresses (up to six).
  3. Click Continue.
  4. Select Primary and Secondary Email Address.
  5. Select Mailing Address or click Add or Change Mailing Address to modify address information.
  6. Click Add or Change Phone Number.
  7. Enter Work, Home, and Fax number.
  8. Click Continue.
  9. Review entries and complete selections.
  10. Click Save when done.
  11. Click Continue to complete your consent.
  12. Click Continue to return to Main Menu page.

Click Submit Online button when all updates are complete.

Note:  You can cancel online W-2 form delivery at any time in the future.
step 7

Click Logout button at the top of the page.

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Cancel Online W-2 Form Delivery in Axess (2 steps)

step 1

Launch the Axess portal:

  1. https://axess.stanford.edu
  2. Enter your SUNet ID.
  3. Enter your SUNet ID password.
step 2

Withdraw your consent:

  1. Click on Employee Center tab.
  2. Click on W-2/W-2c Consent link, under Taxes section
  3. Review the consent withdrawal instructions.
  4. Click the checkbox to withdraw your consent.
  5. Click Submit button.
  6. Click Employee Center to return to the portal.

    Notes:
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Cancel Online W-2 Form Delivery in W-2Express (5 steps)

step 1

Launch the W-2Express web site:

  1. http://www.w2express.com.
step 2

Log into W-2Express:

  1. Enter Code 10526 in Employer Name or Code field.
  2. Click Go button.
  3. Enter your Social Security Number.
  4. Enter your PIN (personal identification number).
  5. Click Continue.
step 3

From Main Menu, W-2 Features list:

  1. Click Withdraw Consent.
step 4

Confirm your consent withdrawal:

  1. Read consent notification.
  2. Click Confirm.
  3. Click Continue to return to Main Menu.
Note:  If you change your mind, you can elect online W-2 form delivery again at any time in the future.
step 5

Click Logout button at the top of the page.

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W-2 Delivery Schedule

  • By January 15:  W-2 Forms available online for employees who have opted for online delivery
  • By January 31:  Paper W-2 Forms mailed to employees who have not opted for online delivery
  • February 15:  Paper W-2 Forms reprints available
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Additional Notes

  • Information Privacy and Security: All W-2Express online account transactions are protected by Equifax using 128-bit SSL encryption. Equifax uses very stringent data security standards and physical building security to protect the computer equipment and data center facility that operates the W-2Express service.
    • You can personally safeguard your information by keeping your Social Security Number and PIN confidential. You can change your PIN at any time from the W-2Express web site, My Account option

Questions?

  • W-2Express Help Options:
    • Try W-2Express online Help at http://www.w2express.com/Help/.
    • Submit a question online at http://www.w2express.com/Help/contact.asp to have a customer representative contact you. Customer service agents are available Monday - Friday from 7 AM until 8 PM Central Time.
    • Call The Work Number automated Customer Service line, W-2Express Client Service Center at 1-877-325-9239. Automated help is available 24 hours per day.
  • If you still have questions or need assistance with a PIN reset, please contact:
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