Contractor packet 2026

1. Click ‘Get Form’ to open the contractor packet in the editor.
2. Begin with the Agreement Form. Provide a detailed description of the services the contractor will perform. Ensure clarity and comprehensiveness.
3. Locate the Payee Data Record Form 204 within the packet. If this is a new contractor, ensure they complete this form; if they have worked previously, verify if it’s already on file.
4. Fill in all contractor expenses in their respective sections, including Travel Expenses and Service Fees. Ensure these add up to the TOTAL FEE.
5. Review the 'Independent Contractor or Employee' worksheet carefully to determine proper classification before proceeding with hiring.
6. If applicable, ensure that Non-Resident Alien contractors are aware of additional forms required for taxation purposes.
7. Finally, remind contractors to submit an invoice for services performed, which must be endorsed by the project director for payment processing.

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