Legal Identity
Provide the vendor's full legal business name, DBA if applicable, and any d/b/a variants. This ensures contracts and tax documents match corporate records.
A clear HR Vendor Information Request reduces onboarding delays and ensures tax and regulatory obligations are met. It centralizes vendor data, supports accurate 1099 reporting, and documents due diligence for audits.
The request streamlines cross-department coordination and creates a single vendor record for future audits and reporting.
Provide the vendor's full legal business name, DBA if applicable, and any d/b/a variants. This ensures contracts and tax documents match corporate records.
Collect taxpayer identification (TIN/EIN), legal classification (sole proprietorship, corp, LLC), and a completed W-9 or W-8 as required for IRS reporting.
Include remit-to address, ACH routing and account numbers (if used), invoice contact, and preferred payment terms to avoid payment delays.
Request proof of liability insurance, workers' comp, or professional liability as appropriate, including effective dates and policy limits.
Ask vendors to attest to export controls, anti-bribery compliance, data protection policies, and any industry-specific certifications.
Identify the person authorized to sign contracts (name, title, email) and whether notarization is required for certain documents.
| Field | Configuration |
|---|---|
| W-9 Upload | Required PDF upload with file validation |
| TIN Validation | Enable checksum or third-party TIN verification |
| Insurance Check | Require certificate and expiry date field |
| Approval Routing | Auto-route to AP after compliance review |
Ensure the platform meets your organization’s security and compliance requirements before sending requests to vendors.
No set federal deadline; supply when payer requests
Recipient and IRS by January 31
Paper filing to IRS by February 28
Electronic filing to IRS by March 31
Retain 3 years after hire or 1 year after termination
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | Yes, 7-day trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |