Get Vendor Setup Form

Completing the Vendor Setup Form online is an essential step for new vendors to engage in business transactions efficiently. This guide provides you with clear, step-by-step instructions to ensure that the form is filled out accurately and comprehensively.

Follow the steps to successfully complete the Vendor Setup Form.

1. Click the ‘Get Form’ button to access the Vendor Setup Form and open it in your preferred online editor.
2. Fill out Section A - Vendor Type Information by selecting one category for each type of purchase and vendor classification. Indicate if you are providing services, materials, or a combination of both, and choose your vendor type accordingly. If applicable, provide the corporate charter number or additional details for partnerships and sole proprietorships.
3. In Section B - Vendor General Information, enter the vendor name and business name if it's different. Input your mailing address including city, state, and zip code, and also provide your remit-to address for payment purposes.
4. For Section C - Purchase Order Setup, select your preferred method for receiving purchase orders, either via e-mail or fax. You may only choose one option.
5. Complete Section D - Historically Underutilized Business (HUB)/Federal Business Special Classifications by selecting any relevant federal classification and, if applicable, provide your HUB number for Texas.
6. In Section E - W-9 Request for Taxpayer Identification Number and Certification, enter your taxpayer identification number or social security number. Ensure to affix your signature and date to certify the information provided.
7. For Section F - Payment Account Information, specify the financial institution name, account type, routing number, and account number. This section should be filled out with the help of your financial institution, as incorrect information may delay the process.
8. If applicable, in Section G - International Payment Verification, confirm whether payments will be forwarded to a financial institution outside the United States.
9. In Section H and Section I, provide authorization for direct deposit and payment notification setup by entering necessary contact details, signatures, and dates for both the Texas Comptroller of Public Accounts and Texas Tech University.
10. Once you have completed all sections, review the form for accuracy. Save any changes made, and you can then choose to download, print, or share the completed Vendor Setup Form.

Complete your Vendor Setup Form online today to ensure prompt processing of your vendor registration.