Get Vendor Set-up Form - Isites - Harvard University - Isites Harvard

Filling out the Vendor Set-Up Form is a critical step for establishing or modifying vendor information within Harvard University’s system. This guide provides a clear, step-by-step approach to ensure you complete the form accurately and efficiently.

Follow the steps to successfully complete the Vendor Set-Up Form.

1. Press the ‘Get Form’ button to access the Vendor Set-Up Form and open it in your online editor.
2. Select whether you are requesting to create a new vendor, change an existing vendor, or add a new vendor site. Make sure to choose the appropriate option.
3. Enter the vendor or payee's legal name in the designated field, followed by any trade name ('Doing Business As') if applicable.
4. Specify the payment terms. The default is '30 Days Net' unless a discount is offered, in which case fill in the discount percentage and the number of days for payment.
5. Identify the supplier type by checking the appropriate box that applies to your situation. Be sure to check one type only.
6. For individual vendors, indicate whether they are a US citizen, US permanent resident, or foreign national. If the vendor is an employee, include their Harvard University ID (HUID).
7. Indicate if the employee has direct deposit set up by selecting 'Yes' or 'No.'
8. Provide the Federal Tax ID or EIN for organizations and the Social Security Number for individuals or sole proprietors, noting the required format.
9. Complete the payee's mailing address and permanent/tax reporting address, ensuring all lines are filled out correctly.
10. Check all applicable business classifications to provide a comprehensive view of the business type.
11. Fill out the requester’s information, including name, title, date, phone number, email address, and any necessary organizational details.
12. Nominate an authorized individual to review and approve your request, ensuring they do not share the same name as the requester. Include their signature and date.
13. If applicable, note that non-US individuals must complete and submit the Foreign National Information Form along with this request.
14. Once all fields are filled correctly, save your changes and opt to download, print, or share the completed form as needed.

Complete your Vendor Set-Up Form online to ensure timely processing of vendor requests.