Get New Vendor Set Up Form - Pitzer

This guide provides comprehensive instructions for filling out the New Vendor Set Up Form - Pitzer online. You will find a step-by-step approach to help you navigate through each section and ensure you submit the form accurately.

Follow the steps to complete your New Vendor Set Up Form - Pitzer.

1. To access the form, please click the ‘Get Form’ button to retrieve it and open it for editing.
2. Enter the New Vendor Information. Start by specifying the school associated with the vendor, followed by selecting the Vendor Type from the list provided (for example, Employee or Student).
3. Fill in the Vendor Name and Vendor Address fields. Make sure to provide a complete Street Address, City, State, and Zip Code.
4. Complete the Remittance Address section with the necessary details: Street Address, City, State, and Zip Code where payments should be sent.
5. Provide the Phone Number and Extension, if applicable, for the vendor contact.
6. Fill in the Social Security Number or Tax ID Number based on the vendor's information.
7. For Section I, indicate whether the vendor will/may provide services now or in the future by selecting 'Yes' or 'No'. If you selected 'Yes', proceed to Section II.
8. In Section II, ensure to check the appropriate box related to IRS forms: attach a W-9 if a domestic vendor or an appropriate IRS form (W-8BEN, W-8ECI, W-8EXP, 8233) if a foreign vendor. Note that requiring a W-9 will impose a 28% withholding on payments until it's submitted.
9. Section III requires you to indicate if the vendor is a Non California Resident Service Provider and whether payments will exceed $1,500. Answer both questions accurately.
10. In Section IV, complete the Requested By section by printing your name, email address, and extension.
11. Ensure that the Accounting Team section is completed where necessary with an email and signature of the approved individual, along with date fields.
12. Review all information for accuracy before submitting. Once confirmed, you may save your changes, download, print, or share the form as needed.

Complete your New Vendor Set Up Form online to ensure a smooth onboarding process.