01. Edit your set up form online
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Set up form 2026
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02. Sign it in a few clicks
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How to use or fill out the Supplier Set Up Form
Ease of Setup
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Ease of Use
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- Click ‘Get Form’ to open it in the editor.
- Begin by selecting the type of organization you represent. Check the appropriate box for Individual/Sole Proprietorship, Corporation, Partnership, or Other.
- If you selected Individual/Sole Proprietorship, enter your Social Security Number (SSN) or Federal Identification Number (EIN) as required.
- Indicate if you are exempt from 1099 reporting by checking the corresponding box and providing a reason if applicable.
- Fill in your company information, including the legal registered name and any different business name (DBA).
- Complete the customer service information section with your address, phone number, and contact details.
- Provide payment terms and tax correspondence information as needed.
- Answer questions regarding small business or minority ownership status and specify the type of services provided.
- Finally, print your name as preparer, include your phone number, and date the form before submission.
Start filling out your Supplier Set Up Form today for free using our platform!
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