Supplier Forms FAQs
What forms are considered supplier forms?
The following forms are considered supplier forms:
- Accounts Payable Domestic Supplier Form [.pdf]
- Accounts Payable International Supplier Form [.pdf]
- Accounts Payable Copy Site Form [.pdf]
- Accounts Payable Supplier Electronic Funds Transfer Form [.pdf]
- Accounts Payable Employee Expense Direct Deposit Form [.pdf]
- Accounts Payable Non-Qualified Scholarship In Kind Form [.pdf]
These supplier forms are available on the Finance Division Forms page.
How do I submit supplier forms (including W-9/W-8 forms, EFT forms, etc.) to Accounts Payable?
Where should questions be directed to regarding a supplier form that already has been submitted?
Questions regarding supplier forms should be directed to AP-Supplier@andrew.cmu.edu. Questions sent to firstname.lastname@example.org will not be answered as this inbox is set up to only process supplier forms.
Will I receive an email when the supplier has been set up?
An automated email message will be generated once a supplier has been set up from the Accounts Payable Domestic Supplier Form [.pdf], Accounts Payable International Supplier Form [.pdf], and Honorarium Form (UFC) [.doc]. The email will be sent to the CMU employee who submitted the paperwork to Accounts Payable to alert them that the supplier is now available for the creation of the purchase order (PO).
Are there steps that I can take to help with the supplier setup process?
- Ensure the supplier completes the form electronically so the information is legible
- Ensure that all required documentation (i.e., Form W-9, Form W-8, Foreign National Information Form, PA REV-1832) is included with the fully completed and signed form
- Review supplier setup forms for accuracy and completeness prior to sending to Accounts Payable
- Notify new suppliers that if they request electronic payment, CMU’s Accounts Payable department will contact them to confirm banking information
Can I email multiple supplier forms to email@example.com in the same email?
Where can I find the supplier forms?
The supplier forms are located on the Finance Division forms page.
All of the forms that are required are located at setting up a new supplier in Oracle. Please note that any of these supplier forms that require a WebISO login are not accessible to the supplier directly and will need to be sent to the supplier by a CMU employee.
I have an old version of the supplier forms on my computer. What happens if I submit the old form to Accounts Payable?
How long does it take to set up a supplier in Oracle?
What is form Pennsylvania REV-1832?
PA REV-1832, 1099-MISC Withholding Exemption Certificate [.pdf], is used to determine the residency status of suppliers or identify the type of entity that is receiving payment. By completing the exemption certificate, the supplier certifies the reason why 3.07% Pennsylvania income tax is not required to be withheld on the payment of non-employee compensation, business income, or lease payments. PA REV-1832 is included in the Accounts Payable Domestic Supplier Package [pdf] to be completed by all new suppliers. The supplier should sign and complete the following sections: Payor Information, Payee Information, Exemption Reason, and Certification of Payee. If the supplier is using the exemption certificate located on the Finance Forms website, the Payor section is already completed.
What is the difference between a payment receiving site & a purchasing site?
A payment site is where the vendor prefers payments to be sent to, most likely where the payments are processed in order to mark CMU's invoice as paid. A purchasing site may be where they manufacture the item, or where their warehouse exists, and where they want the purchase orders to be sent. It is not unusual for a site to be both a payment receiving site as well as a purchasing site.
What forms need to be completed by an international person/business (including those in Canada and Mexico)?
In addition to these forms, both international businesses as well as international persons may also be required to complete one of the W-8 forms, most often the Form W-8BEN. The completion of a W-8 is required anytime a product or service is being provided and such product or service will be delivered or performed within the United States. The W-8 forms are used by foreign persons (including corporations) to certify their non-American status.
Also, you should consult with the University Contracts Office to determine when a contract is needed.
If I am not a U.S. Citizen and am performing work in Qatar and not in the U.S., why do I have to fill out the Foreign Source Income Form?
CMU is a U.S. based organization and is required to adhere to all generally accepted accounting principles and other U.S. government agency laws and requirements. Based on these laws, CMU is required to withhold taxes from payments made to non-residents when the services are performed in the U.S. If services are performed by the non-resident outside the U.S., the U.S. authorities require this form to be completed and kept for record in case of audit. This form certifies to auditors and appropriate authorities that CMU made a payment to a non-resident and that the services were performed outside the U.S. and therefore no tax withholding is required.
What forms are required for an Independent Contractor?
Are new supplier information forms required if a vendor changes addresses or locations? And if so, why?
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