Vendor / Supplier Onboarding

New vendor due diligence form capturing legal entity, banking, tax (W-9/W-8), insurance, and compliance attestations. Routes to procurement and AP.

Submission Details

• Requester Name
• Requester Email
• Business Unit / Department
• Requested Start Date
• Submission Notes
  Briefly describe the business need and why this vendor is being onboarded.

Vendor Legal Entity

• Legal Entity Name
• Doing Business As (DBA)
• Entity Type
• Country of Registration
• Is a tax identification number available?
• Tax ID Type

Primary Contact

• Primary Contact Name
• Primary Contact Email
• Primary Contact Phone
• Business Address
  Enter the vendor's business mailing address.

Tax Documentation

• Tax Form Type
• Has the completed tax form been received?
• Upload Tax Documentation
  Upload a copy of the completed W-9 or W-8 form if your process requires it.

Payment and Banking

• Preferred Payment Method
• Bank Name
• Account Holder Name
• Account Type
• Consent to collect banking details
  I confirm I am authorized to provide banking information for vendor payment setup and understand this information will be used only for accounts payable processing.

Insurance and Compliance

• Certificate of Insurance available?
• Coverage Types
• Insurance Expiration Date
• Compliance Attestation
  I attest that the vendor complies with applicable laws and company requirements, including sanctions, anti-bribery, and data protection obligations.
• Conflict of Interest Disclosure Needed?
• Conflict of Interest Details
  Describe the relationship or circumstance that may create a conflict so it can be reviewed.