Vendor Insurance and Documentation Verification

Verifies that approved vendors have current certificate of insurance, W-9, and required licenses on file, with expiration tracking and renewal follow-up.

Vendor and Verification Details

• Vendor legal name
• Vendor ID
  Optional internal vendor identifier for audit trail and lookup.
• Vendor category
• Verification date
• Verified by

Insurance Documentation

• Certificate of insurance received
• Certificate of insurance expiration date
• Insurance carrier
• Policy limit summary
  Summarize only the coverage limits needed for review; do not collect unnecessary policy details.
• Upload certificate of insurance

Tax and Licensing Documentation

• W-9 received
• W-9 date received
• Does this vendor require a license for the scope of work?
• License type
• License number
• License expiration date
• Upload license document

Compliance Status and Follow-Up

• Overall compliance status
• Missing or expired items
• Follow-up due date
• Compliance notes
  Include only compliance-relevant notes. Avoid unnecessary PII.