Forms
compliance
Vendor / Supplier Onboarding
New vendor due diligence — legal entity, banking, W-9, insurance, compliance attestations.
Built for:
All
What's inside this template
Legal Entity
- Legal business name
- DBA (if different)
- Tax ID / EIN
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Business type
Sole prop / LLC / S-Corp / C-Corp / Partnership / Other
- State of incorporation
- Year founded
Contacts
- Primary contact name
- Primary contact email
- Primary contact phone
- Billing contact (if different)
Banking & Tax
- Upload completed W-9 or W-8
- Bank routing number
- Account number
-
Payment terms preference
Net 15 / Net 30 / Net 45 / Net 60
Insurance & Compliance
- Upload current Certificate of Insurance
- Are you on any debarment / sanctions list?
- Do you have a published code of conduct?
- Authorized signatory name
- Signature
Common use cases
New vendor setup
Procurement diligence
AP master file
Related templates
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