Vendor Onboarding Form

Collects essential information to onboard a new vendor, including business details, banking, insurance, tax documentation, references, and security review.

Vendor Business Information

• Legal Business Name
• Doing Business As (DBA)
• Business Type
• Country of Tax Registration
• Business Address
  Enter the business mailing address. Avoid including personal home addresses unless the vendor is a sole proprietor and this is required for payment or tax processing.
• Website

Primary Contact Information

• Primary Contact Name
• Job Title
• Email Address
• Phone Number
• Preferred Contact Method

Payment and Banking Details

• Preferred Payment Method
• Bank Name
• Account Holder Name
• Routing Number
• Account Number (masked or last 4 digits only)
  For security, provide only a masked account number or the last 4 digits unless your approved finance process requires secure collection elsewhere.
• Tax Form Status

Tax Documentation

• Tax ID Type
• Tax Documentation Upload
  Upload a tax form or registration document. Do not include unnecessary PII.
• Is the vendor tax-exempt?
• Tax Exemption Certificate

Insurance and Compliance

• General Liability Insurance in Place?
• Certificate of Insurance (COI)
• Insurance Expiration Date
• Compliance Attestation

References and Security Review

• Number of References Provided
• References
• Will the vendor access company confidential or sensitive data?
• Security Questionnaire
• Security Documents Upload