Quick Steps: Elect/Cancel Online W-2 Statement Delivery

Who does this?  Stanford Employees

When?  Employees choose to have their W-2 Statement sent to them electronically, enabling download into tax preparation software programs.

How?  Stanford offers electronic delivery of W-2 Statements through the W-2 eXpress web application provided by TALX Corporation (a third party service provider).

On this page:

Elect Online W-2 Statement Delivery (7 steps)

step 1

Launch the W2 eXpress web site:

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

Log into W2 eXpress:

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


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

  5. Click Continue.
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 statements).


    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.
    • Click Customer Service link or phone 800-367-2884 for assistance.
  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 Statement 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. Print online W-2 Consent Receipt page.
  13. Click Continue to return to Main Menu page.

Click Submit Online button when all updates are complete.

Note:  You can cancel online W-2 statement 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 Statement Delivery (5 steps)

step 1

Launch the W2 eXpress web site:

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

Log into W2 eXpress:

  1. Enter Code 10526 in Employee 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 Continue.
  3. Click Confirmation Receipt to print a copy of the page.
  4. Click Continue to return to Main Menu.
Note:  If you change your mind, you can elect online W-2 statement 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

  • January 16, 2007: W-2 Statements available online
  • January 29, 2007: Paper W-2 Statements mailed to employees who have not opted for online delivery
  • February 15, 2007: Paper W-2 Statement reprints available
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Additional Notes

  • Information Privacy and Security: All W-2 eXpress online account transactions are protected by TALX Corporation using 128-bit SSL encryption. TALX uses very stringent data security standards and physical building security to protect the computer equipment and data center facility that operates the W-2 eXpress 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-2 eXpress web site, My Account option

Questions?

  • If you have questions, please submit a HelpSU ticket. Select Category Central Offices and Request Type Payroll.

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