Get Vendor Setup Packet (w-9) - Oregon Institute Of Technology - Oit

Understanding how to correctly complete the Vendor Setup Packet (W-9) for the Oregon Institute of Technology is crucial for ensuring seamless vendor registration and payment processing. This guide provides clear, step-by-step instructions designed to help you navigate each section of the form.

Follow the steps to successfully complete the Vendor Setup Packet (W-9).

1. Press the ‘Get Form’ button to obtain the Vendor Setup Packet and open it in your document viewer.
2. In the section marked 'Oregon Tech Department', enter the name of the department, the requester’s name, and email address. This section is mandatory and ensures proper routing within the organization.
3. Next, complete the 'Vendor Information' section. Fill in your legal name, any 'Doing Business As' name, contact phone and fax numbers, and email address. Make sure to also provide the remit-to address if it is different from your W-9 address.
4. Indicate whether your business accepts Visa for payments. Check 'Yes' or 'No' based on your preferences.
5. In the 'Vendor Minority, Women, and Emerging Small Business Status' section, mark if applicable to indicate if your business is certified as a minority, women-owned, or emerging small business. Include the certification number if available.
6. Ensure you gather all 'Documents to be Submitted by Vendor'. This includes the completed Oregon Tech New Vendor Setup Form, the required IRS Form W-9, and, if applicable, the Authorization Agreement for Direct Deposits (ACH) for Vendor Payments.
7. Sign the form where indicated and date your signature. Be sure to check whether any additional pages (like the W-9) need to be signed as well.
8. Once the form is completed, ensure all information is accurate. You can then save the file, download it, or print it for your records.
9. Finally, submit the completed packet via email or fax as specified. If your Tax Identification Number (TIN) is a social security number, remember that sending via email may not be secure.

Complete your Vendor Setup Packet online today to ensure timely processing of your vendor registration.