To set up a new vendor, include the appropriate form as described below with the supplier invoice request in Workday.
- U.S. Person/Entity: Obtain from the new vendor a completed IRS Form W-9, Request for Taxpayer Identification Number and Certification.
- International Person/Entity: If the vendor is an individual who is not a US Citizen or Resident, a Foreign National Information Form and an IRS Form W-8BEN Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals) must be provided. If the vendor is a business entity, obtain an IRS Form W-8BEN-E Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities).