Vendor Onboarding Form

Collects essential business, banking, insurance, tax, reference, and security information needed to onboard a new vendor.

Vendor Business Information

• Legal business name
• Doing business as (DBA), if applicable
• Entity type
• Country of tax residence
• Business address
  Include street, city, state/province, postal code, and country.
• Company 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 type
• Routing number
• Account number
  Enter the bank account number used for vendor payments.
• Remittance email
  Optional email address for payment notifications.

Tax Documentation

• Tax form type
• Tax identification number provided?
• Upload completed tax form
  Upload a signed or completed tax form if applicable.
• Tax notes

Insurance and Compliance

• Do you carry general liability insurance?
• Certificate of insurance upload
• Insurance expiration date
• Compliance attestation

References and Security Review

• Can you provide business references?
• Business references
• Will you handle sensitive, regulated, or confidential data on our behalf?
• Security controls in place
• Security certifications
• Additional notes