Vendor Information Form PDF Details

Institutions and businesses frequently utilize Vendor Information Forms to streamline their procurement processes, ensuring efficient and effective collaborations between entities. Designed to gather essential data about vendors, including tax information, types of goods and services provided, and diverse business classifications, these forms serve as a critical first step in establishing a business relationship. For vendors looking to engage with the University of Illinois, the form mandates the provision of detailed identification and operational details, starting with tax identification numbers, operational addresses, and contact information. Additionally, it distinguishes between different vendor types such as individuals, corporations, government entities, and foreign vendors, each with specific requirements related to tax and legal status. Furthermore, the form emphasizes compliance with federal regulations, including the Health Insurance Portability and Accountability Act (HIPAA) and mandates regarding exclusion from Medicare, Medicaid, or other federal and state healthcare programs. Certification and signature sections underscore the legal implications of the information provided, hinting at penalties for misrepresentation or non-compliance. The form not only aids in administrative efficiency but also ensures adherence to legal and regulatory standards, fostering transparency and accountability in vendor relationships. This thorough data collection mechanism benefits both the University and its potential vendors by laying the groundwork for informed and compliant financial engagements.

QuestionAnswer
Form NameVendor Information Form
Form Length5 pages
Fillable?No
Fillable fields0
Avg. time to fill out1 min 15 sec
Other namesvendor information form blank, vendor information form template, new vendor information form, instructions vendor information form

Form Preview Example

Instructions for Completing the Vendor Information Form

U of I Department:

Complete the "UI Department Requesting Information" section prior to sending form to the vendor. Forms without this section completed will not be processed.

Vendor:

Step 1 -- Complete the form

You may use this form in two ways:

• Enter your information (Start with Section 1 - Tax Information). Print, sign and submit the form to the address below.

OR

Print the form, complete with your information(Start with Section 1 -Tax Information), sign and submit to the appropriate address below.

Step 2 -- Submit the Form

To help ensure the security of your tax identification information, return this form directly to:

Mail: Vendor Maintenance Section

Illini Plaza Bldg, Suite 210, MC-660

1817 S. Neil Street

Champaign, IL 61820

Fax: (217) 239-6850

You do not need to mail a hardcopy.

Documents must be signed and dated.

Revised 6/2014

OBFS - University Payables

 

 

 

 

University Payables Use Only:

 

 

 

 

Banner Vendor Number

UI Department Requesting Information

 

 

Today's Date

 

 

 

 

 

New Vendor

 

Update Existing Vendor

 

 

U of I Department name

 

 

 

 

Contact Person

 

 

 

 

 

Phone Number

 

 

E-mail

 

 

Campus

Chicago

Springfield

Urbana/Champaign

Transaction

Purchase Order

Invoice Voucher

 

 

Add to iBuy

Yes

No

 

 

 

Types of Goods and Services Provided

 

 

 

Goods

 

Services

Attorney

Royalties

Medical

Other Please Describe:

VENDOR INFORMATION FORM

This form must be completed prior to receiving payment from the University of Illinois.

If you need help, e-mail us at uivendor@uillinois.edu or phone 217-333-6583.

Vendors please complete the information in steps 1 through 3:

Step 1 -- Tax information

Name of Individual or Business Name (if sole proprietor, please list name of owner and name of business.)

If completing form as an Individual, provide birth date:

Parent Company Name (if different than above)

Taxpayer Identification Number (TIN)

Enter Social Security Number or Employer ID Number/FEIN

Please mark all boxes that apply:

 

 

Individual

Corporation/Incorporated (TC)

Gov Entity (TG)

Sole Proprietor

Med Health Care Srcs Prov (TM)

Not-for-Profit Corp (TN)

LLC Sole Proprietor (TL/TI)

Real Estate Agent (TR)

Tax Exempt Org (TE)

LLC Partnership (TL/TP)

Attorney (AT)

Foreign Vendor (VF)

LLC Corporation (TL/TC)

Partnership (TP)

Trust or Estate (TT)

Revised 6/2014

OBFS - University Payables

Page 1 of 4

Permanent Residence/Corporate Office Address

Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City

 

 

 

State

 

 

 

Zip Code

 

 

 

 

 

 

 

 

 

 

Phone

 

Fax

 

E-mail

 

 

 

 

 

 

 

 

 

 

Payment Address (if different from above)

Address

City

 

 

 

State

 

 

Zip Code

 

 

 

 

 

 

 

 

 

 

Phone

 

Fax

 

 

E-mail

 

 

 

 

 

 

 

 

 

 

Purchase Order Address (if different from above)

Address

City

 

 

 

State

 

 

Zip Code

 

 

 

 

 

 

 

 

 

 

Phone

 

Fax

 

E-mail

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Individuals: Please check the appropriate classification.

U.S. Citizen

US Permanent Resident

Resident Alien for Tax Purposes

Non-Resident Alien

W-8BEN

 

Resident Aliens must provide a copy of

 

Non-Resident Aliens are not

 

their Permanent Resident Card when

 

required to certify in Step 3, but

 

submitting this form.

 

must attach W-8BEN.

 

Businesses: Please check the appropriate classification.

U.S. Company

Foreign Vendor with US Presence

W-8ECI

Foreign Vendor

W-8BEN-E

W-8EXP

Foreign Vendors with US Presence are not required to certify in Step 3, but must attach W-8ECI.

Foreign Vendors are not required to certify in Step 3, but must attach W-8BEN-E or W-8EXP as appropriate.

Types of Goods and Services Provided

Goods

Services

Attorney

Royalties

Medical

Other

Please Describe:

 

 

 

 

Step 2 -- Type of Operation (optional, check all that apply)

Diverse Business

African American (CA)

Asian American (CM)

Female (CW)

Hispanic American (CH)

Alaskan Native/Native American (CN)

Veteran (CV)

Disabled (CD)

 

 

Small Business

Small business (B2)

Women-owned small business (CF) HUBZone small business (CZ)

Revised 6/2014

Small disadvantage business (CE)

Veteran-owned small business (CG)

Service-disabled veteran-owned small business (CS)

OBFS - University Payables

Page 2 of 4

Certifying Organization

DCMS (Department of Central Management Services) Business Enterprise Program (C2)

CMBDC (Chicago Minority Business Development Council) (C3)*

IDOT (Illinois Department of Transportation) (C4)*

WBDC (Women's Business Development Center) (C5)*

Other (Please specify):

* Please provide letter of certification from certifying agency when submitting this form.

Step 3 -- Certification and Signature

Under penalties of perjury, I certify that:

1.The number shown on this form is my correct taxpayer identification number and

2.I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding, and

3.I am a U. S. person (including a U. S. resident alien].

4.I or the organization I represent will comply with the provisions of the Health Insurance Portability and Accountability

Act of 1996 (HIPAA), and the regulations promulgated there under, to the extent applicable in each transaction. 5. Neither the organization I represent nor any of its employees or subcontractors who may provide services pursuant

to any Contract with the University of Illinois is currently Subject of an investigation or proceeding to exclude it as a provider under Medicare or Medicaid or under any other federal or state health care program or under any third party insurance program, nor is it currently excluded or debarred from submitting claims to Medicare or Medicaid or to any other federal or state health care program or to any third party insurer. My organization represents and warrants it has checked the U. S. General Service Administration's (GSA) Excluded Party Listing System (EPLS), which lists parties excluded from Federal procurement and non-procurement programs. The EPLS website includes GSA/EPLS, the U. S. Department of Health and Human Services (HHS) Office of Inspector General's (OIG) List of Excluded Individuals/Entities (LEIE), and the U.S. Department of Treasury's (Treasury) Specially Designated Nationals (SDN) list. My organization also represents and warrants it has checked the Illinois Department of Public Aid (IDPA) OIG Provider Sanctions list of individuals and entities excluded from state procurement with respect to my organization's employees and agents. See the following websites: System for Award Management and State of Illinois Healthcare and Family Services Office of Inspector General. University will terminate any contract without penalty to University if my organization becomes excluded during the life of any contract.

6.I certify that the information contained herein is correct. I understand that misrepresentation may be cause for removal from the qualified vendor list and any other penalties allowed by law.

7.If any of the vendor information on this form changes the vendor must complete a new form and check updated vendor information. The form must then be resubmitted to the address indicated at the bottom of page four of this form.

Vendor Signature (This form is not considered valid unless signed and dated)

Signature of U.S. Person:

 

 

Date:

 

 

 

 

 

 

 

 

Printed Name:

 

 

Phone Number:

 

 

 

 

 

 

 

 

E-mail (optional):

 

 

 

 

 

 

 

 

 

 

 

 

 

Revised 6/2014

OBFS - University Payables

Page 3 of 4

This page will display the blue question mark helps only when printed.

Vendor Information Form Additional Instructions

The University is required by Federal Law to report such payments along with SSN/FEIN to Federal and State Agencies on forms required by law. The University will not disclose a recipient's SSN or FEIN without the consent of the recipient to anyone outside the University except as mandated by law. Your failure to provide a correct name and Taxpayer Identification Number may subject your payments to 28% federal income tax withholding. If you do not provide us with information, you may be subject to a $50 penalty imposed by IRS under section 6723. If you make a false settlement with no reasonable basis that results in no backup withholding, you are subject to a $500 civil penalty. Willfully falsifying certifications or affirmations may subject you to criminal penalties including fines and/or imprisonment.

W-9 Taxpayer Information

*If you use a SSN, the IRS requires that you include the name of the individual whose SSN has been entered.

*Non-profit organizations and government agencies should list your Taxpayer Identification Number as recorded with the

IRS.

*Sole Proprietors: Must enter your individual name (as shown on your Social Security card) on the Name of Individual or Business Name line as well as your business or “doing business as” name on the Business Name line. For the Taxpayer Identification Number, enter either your Social Security Number or the Federal Employer Identification Number of the business.

*Business Name: Enter the name of the entity as it is listed with the IRS on the Form SS-4, Application for Employer Identification Number. This name should be consistent with the name used on your tax returns.

*Foreign companies should complete the appropriate W8 and submit along with the Vendor Information Form to the Vendor Maintenance Department.

*Foreign individuals should complete the W8BEN and return it directly to the University Department Contact listed at the

top of this form.

Resident Alien

Resident Aliens must provide a copy of their Permanent Resident Card when submitting this form.

Non-Resident Alien

Non-Resident Aliens are not required to certify in Part IV, but must attach W-8BEN.

Foreign Vendors with US Presence

Foreign Vendors with US Presence are not required to certify in Part IV, but must attach W-8ECI.

Foreign Vendors

Foreign Vendors are not required to certify in Part IV, but must attach W-8BEN or W-8EXP as appropriate.

Diverse Business

You are considered a diverse business if you meet the following criteria:

-At least 51 percent owned and controlled by persons who are minority, women or designated as disabled.

-Must be a United States Citizen or Resident Alien

-Average annual gross sales over the last three tax years must be under $31.4 million

Small Business

You are considered a small business if you meet the following criteria:

·An Illinois business

·Annual gross sales:

-Retail/Service less than $6 Million

-Wholesale less than $10 million

-Construction less than $10 Million

-Manufacturing less than $10

Million and less than 250 employees

Revised 6/2014

OBFS - University Payables

Page 4 of 4

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It's simple to fill out the document adhering to our practical guide! Here's what you should do:

1. Fill out your vendor information form online with a number of major fields. Get all the necessary information and make certain there's nothing omitted!

Part # 1 for submitting vendor information form template

2. Your next part would be to fill out all of the following blank fields: Vendor Information Form, This form must be completed prior, If you need help email us at, Vendors please complete the, Step Tax information, Name of Individual or Business, If completing form as an, Parent Company Name if different, Taxpayer Identification Number TIN, Enter Social Security Number or, Please mark all boxes that apply, Individual, CorporationIncorporated TC, and Gov Entity TG.

The best way to fill in vendor information form template portion 2

When it comes to Vendors please complete the and Please mark all boxes that apply, make certain you get them right in this current part. These are the key ones in the page.

3. Through this step, look at Individual, Sole Proprietor, CorporationIncorporated TC, Gov Entity TG, Med Health Care Srcs Prov TM, NotforProfit Corp TN, LLC Sole Proprietor TLTI, Real Estate Agent TR, LLC Partnership TLTP, LLC Corporation TLTC, Attorney AT, Partnership TP, Tax Exempt Org TE, Foreign Vendor VF, and Trust or Estate TT. All these have to be completed with highest attention to detail.

Stage number 3 in filling in vendor information form template

4. To go forward, this part requires typing in a handful of form blanks. Included in these are Permanent ResidenceCorporate, Address, City, Phone, State, Zip Code, Fax, Email, Payment Address if different from, Address, City, Phone, State, Zip Code, and Fax, which are vital to going forward with this process.

vendor information form template writing process explained (step 4)

5. When you come close to the end of this file, you will find a couple more requirements that must be fulfilled. Mainly, Individuals Please check the, US Citizen, US Permanent Resident Resident, Resident Alien for Tax Purposes, NonResident Alien NonResident, WBEN, Businesses Please check the, US Company, Foreign Vendor with US Presence, WECI, Foreign Vendor Foreign Vendors are, WBENE, WEXP, Types of Goods and Services, and Goods should all be done.

WBEN, Individuals Please check the, and Resident Alien for Tax Purposes inside vendor information form template

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