Vendors that meet the following must complete this Substitute W-9 Form:
Do not use the W-9 for Foreign Vendors, Staff, Students, Participants, Candidates, or Volunteers. See below for instructions.
Prior to Oregon State University issuing a purchase order or payment, we require a completed OSU Substitute W-9 Form to be on file with the University. The OSU Substitute W-9 is used to obtain W-9 information as well as any minority-owned, women-owned, small emerging business and disadvantaged (MWESB) statuses. Information on state certified MWESB statuses is available at the state website: http://egov.oregon.gov/DCBS/OMWESB/certification.shtml.
Although the information on this form may be similar to what is typically provided on an IRS W-9 Form, an IRS W-9 Form may not be submitted in lieu of this OSU Substitute W-9 Form.
The Substitute W-9 and Direct Deposit Authorization Form is used when a new vendor needs to be set up in Banner or there is a change to vendor data.
Mark the Update option at the top and fill in only the applicable areas for the change being requested.
To change the default address for a vendor, use this form to update the address and notify Mary Page at 737-0623 or email@example.com to use the new address as the default.For complete policy and procedures please refer to: Vendor Search Instructions
Vendors that are a Foreign Alien or Entity must complete a W-8 Form. Instructions and forms may be found at:
www.oregonstate.edu/fa/businessaffairs/bcr/W8. Do not use this Substitute W-9 form for a Foreign Alien or Entity.
Students, Staff, Volunteers, Candidates, Participants, and other persons that require vendor setup to receive a payment must have the requesting department complete the Activation & Maintenance Request For Reimbursement Payments Form found at: www.oregonstate.edu/fa/businessaffairs/sites/default/files/faa/Activation.pdf
Signature of Company Officer for new or vendor required changes.
A voided check should be included for direct deposit setup.
OSU Business Affairs, Vendor Maintenance
B306 Kerr Administration Building
Corvallis, OR 97331
Contact Mary Page at 737-0623 or firstname.lastname@example.org
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