Payee (Vendor) Forms
New Payee Forms for U.S. individuals, businesses, and political subdivisions
Substitute IRS Form W-9 SFN 53656 (84kb pdf) Use this form if you are a U.S. person or U.S. business that requires payment from a state agency.
IRS Form W-9 (pdf 08-2013) Use this form if you are a U.S. person or U.S. business that requires payment from a state agency and you wish only to be paid by check.
Political Subdivision SFN 54311 (312kb pdf)
This form is used for the following U.S. entities:
- Government Agencies (federal or state)
- Universities (state)
New Payee Forms for Foreign (non U.S.) individuals, businesses and political subdivisions
The IRS supplies four different W-8 forms to certify foreign status. Select the appropriate form for your type of business:
IRS Form W-8BEN (349kb pdf)- Certificate of Foreign Status of Beneficial Owner for U.S. Tax Withholding (Individuals). Payees outside of the U.S. do not need a U.S. taxpayer ID to complete this form. Instructions: http://www.irs.gov/pub/irs-prior/iw8ben--2014.pdf
IRS Form W-8BEN-E (349kb pdf)- Certificate of Status of Beneficial Owner for U.S. Tax Withholding (Entities). Instructions: http://www.irs.gov/pub/irs-prior/fw8bene--2014.pdf
IRS Form W-8ECI (349kb pdf)– Certificate of Foreign Person’s Claim That Income Is Effectively Connected With the Conduct of a Trade or Business in the United States. This form requires the payee to have a valid U.S. taxpayer ID. Instructions: http://www.irs.gov/pub/irs-pdf/iw8eci.pdf
IRS Form W-8IMY (349kb pdf)– Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for U.S. Tax Withholding. Instructions: http://www.irs.gov/pub/irs-pdf/iw8imy.pdf
You may want to refer to the IRS "Instructions for the Requester of Forms W-8BEN, W-8ECI, W-8EXP, and W-8IMY" for further comparisons and explanations of the different forms to use.
Payee Change Forms
Changes to payee information must be completed by a duly authorized officer of the company.
ACH (Direct Deposit SFN 51620 (84kb pdf). Add Direct Deposit or make changes to your record. This form may be mailed, faxed or emailed to Vendor Registry to the address, fax or email located on the bottom of the form..
Notification of Change SFN 54308 (227kb pdf). Use this form only if you're changing existing account information. This form may be mailed, faxed, or emailed to the State Procurement Office to the contact information located on the bottom of the form.
For changes in legal or business name, taxpayer identification number, or federal employer identification number, please complete a Substitute IRS Form W-9 SFN 53656 (85kb pdf).
State Agency Forms
PeopleSoft Financial Security Access Request Form SFN 54418 (94kb pdf) State agency managers should use this form to request access to the PeopleSoft Financial database.