Vendor Onboarding Documentation Request Form

Vendor Onboarding Documentation Request Form — Form Fields

This operations template includes 13 fields. Collect required compliance documents, banking details, and contact information from new vendors. Free to customize and use on ZenBuild.

• Vendor Company Name (text, required)
• Primary Contact Name (text, required)
• Primary Contact Email (email, required)
• Phone Number (text, required)
• Business Address (text, required)
• Business Type (dropdown selection, required) — options: Corporation, LLC, Sole proprietor, Partnership, Nonprofit, Government entity
• Tax ID / EIN (text, required)
• W-9 or Tax Form Upload (file upload, required)
• Certificate of Insurance (file upload, required)
• Payment Method Preference (dropdown selection, required) — options: ACH/Direct deposit, Check, Wire transfer, Credit card
• Bank Name (for ACH) (text, optional)
• Routing Number (for ACH) (text, optional)
• Products or Services Provided (long text, required)