Vendor Onboarding Form Template
Collects vendor contact, company, tax, address, service, payment-term, and W-9 details. Procurement or finance teams use it to set up new vendors.
When to use it
- Setting up a new supplier
- Collecting W-9s before payment
- Updating vendor contact or address details
- Reviewing services and payment terms
What it asks
- Your name
- Work email
- Phone number
- Company name
- Tax ID
- Company address
- What services do you provide?
- What payment terms do you offer?
- Upload your completed W-9
Why it should be encrypted
Tax IDs and W-9s contain sensitive business and taxpayer information. Only the people responsible for vendor setup and payment should be able to read these answers.
Tips
- Tell vendors which file formats and maximum file size you accept for W-9 uploads.
- Request only the details your team needs to set up and pay the vendor.
- Share access with the specific procurement or finance staff who handle onboarding.