Description

Required. Select the appropriate vendor type from the Vendor Type list or select if from the Vendor Type lookup . Examples include 'Disbursement Voucher' and 'Purchase Order. A vendor's type determines on which KFS documents it may be used. Different vendor types are used on different documents

Is this a Foreign Vendor?

Required. Select 'Yes' from the list if the vendor should be identified as foreign. Select 'No' if the vendor is not identified as foreign.

Tax Number

Required for non-foreign vendors. Enter the vendor's tax ID number or SSN.

Tax Number Type

Required. Select the Tax Number Type option that describes the tax number entered in the Tax Number field. If no Tax Number was entered, select 'None.

Ownership Type

Required. Select the appropriate type from the Ownership Type list, or search for it from the Owner Type lookup . Examples include 'Corporation,' 'Non-Profit,' and 'Individual/Sole Proprietor. The ownership type is found on the tax document (W9, W8Ben for example) submitted by the vendor.

Ownership Category

Optional. Select the appropriate category from the Ownership Category list, or search for it from the Owner Category lookup . The ownership category more specifically identifies the vendor, often indicating the type of services this vendor provides. Examples might include 'Health Care Services' or 'Legal Services.

W9 Received

Optional. Select 'Yes' or 'No' from the list to indicate if a W9 has been received for this vendor. Certain types of vendors may be required to have a W9 on file before they may be approved for use.

W-8BEN Received?

Optional. Select 'Yes' or 'No' from the list to indicate if a W-8BEN has been received for this vendor. Certain types of foreign vendors may be required to have a W-8BEN on file before they may be approved for use.

Backup Withholding Begin Date

Optional. Enter the effective date for backup or select it from the calendar , if the vendor is subject to backup withholdings.

Backup Withholding End Date

Optional. Enter the date to discontinue backup withholding or select it from the calendar , if the vendor is subject to backup withholdings.

Debarred

Optional. Select 'Yes' or 'No' from the list to indicate whether or not this vendor has been debarred. This designation indicates that an institution has been barred from doing business with this vendor by the state or federal government.