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Agreement and Supplier Setup Checklist

Agreement and Supplier Setup Checklist 2025

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The document outlines the Citi Supplier Finance Agreement and Supplier Setup Checklist for the Rolls-Royce Program. It details the procedures for completing the Account Receivable Purchase Agreement (RPA), including necessary information, signatures, and supporting documentation required for setup on CitiConnect. The agreement specifies terms related to financing options, responsibilities of both parties, and additional requirements such as a Certificate of Incumbency and specimen signatures. It emphasizes the importance of accurate company information and provides instructions for submitting documents.

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Click ‘Get Form’ to open the Agreement and Supplier Setup Checklist in the editor.
Begin by filling in your company’s full legal name and state of incorporation at the top of page 3. Ensure this matches your official registration documents.
Complete the 'Notice Information' section on page 6, providing accurate contact details for correspondence.
Have an authorized representative sign the RPA on page 7, ensuring they are empowered to execute agreements on behalf of your organization.
Fill out your Bank Details on page 7, including account numbers and relevant codes for seamless transactions.
For pages 8-12, complete the License Schedule and Pricing Schedule with your company’s legal name at the top of each schedule.
On pages 13-16, provide all requested information in the CitiConnect setup form, ensuring accuracy for smooth integration.
Attach any required documentation as specified on pages 17-19, such as a Certificate of Incumbency and specimen signatures.
Finally, fax or email all completed documents as instructed before mailing original copies to Citibank's designated address.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What documents are required for vendor registration?

Documents Required for Vendor Registration Business license or company registration certificate. Articles of incorporation or partnership deed. GST registration. PAN card.

What are the vendor document requirements?

Documentation Requirements This typically includes tax certificates, financial records, and liability insurance. Importance: These documents are crucial for verifying a vendors legitimacy and financial health.

What documents are needed to set up a vendor?

Sample vendor documentation you may need to gather Company ownership documentation. Tax information, forms and identification numbers. Non disclosure agreements (NDA) Insurance policies. Supplier diversity certifications. Sustainable sourcing reports. Subcontractors, outsourced functions and fourth parties.

What are the three main steps involved in the vendor setup process?

Vendor onboarding process steps Step 1: Vendor Identification and Selection. Step 2: Due Diligence and Risk Assessment. Step 3: Documentation and Compliance Verification. Step 4: Contract Negotiation and Agreement. Step 5: System Integration and Training. Step 6: Performance Monitoring and Feedback.

How to set up a supplier?

How to create a supplier checklist Check the suppliers capacity. Conduct financial due diligence. Check supplier credentials. Look for customer recommendations. Check supplier communication. Agree a service level agreement. Supplier back-up plan. Conduct financial planning.

What are the requirements to become a vendor?

Heres how to get a vendors license: Register the business name. Determine the appropriate business structure. Check federal requirements. Apply for a state vendors license. Check local requirements. Collect sales tax. Maintain tax records. Obtain an out-of-state seller license.

Which is the most important checklist item when you are setting up the vendor in the system?

1. Basic Company Information. Collecting basic information can help you verify that the company is legitimate and licensed to do business in your area. Youll also want to collect information on key personnel for use in further risk assessments.

What documents are needed to set up a new vendor?

A properly completed vendor form (business name, address, phone number, tax id etc.), and 2. A properly completed tax form based on the vendors type of entity: o W-9: For individuals or companies in the United States, o W8-BEN*: For foreign individuals, or o W8-BEN-E*: For foreign companies.

Agreement and Supplier Setup Checklist 2025

Here's how it works

How to use or fill out Agreement and Supplier Setup Checklist with our platform

Complete this form in 5 minutes or less

Got questions?

What documents are required for vendor registration?

What are the vendor document requirements?

What documents are needed to set up a vendor?

What are the three main steps involved in the vendor setup process?

How to set up a supplier?

Complete this form in 5 minutes or less

People also ask

What are the requirements to become a vendor?

Which is the most important checklist item when you are setting up the vendor in the system?

What documents are needed to set up a new vendor?

Related links

Try more PDF tools

Agreement and Supplier Setup Checklist 2025

Here's how it works

How to use or fill out Agreement and Supplier Setup Checklist with our platform

Complete this form in 5 minutes or less

Got questions?

What documents are required for vendor registration?

What are the vendor document requirements?

What documents are needed to set up a vendor?

What are the three main steps involved in the vendor setup process?

How to set up a supplier?

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People also ask

What are the requirements to become a vendor?

Which is the most important checklist item when you are setting up the vendor in the system?

What documents are needed to set up a new vendor?

Related links

Try more PDF tools