Corporate Information

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Corporate Information

The Corporate Information section includes the vendor tax information, such as tax number, ownership type, which tax forms are on file and any special withholdings or debarred information.

Corporate Information section field definitions

Title	Description
Backup Withholding Begin Date	Optional. Enter the effective date for backup or select it from the calendar tool, if the vendor is subject to backup withholdings.
Backup Withholding End Date	Optional. Enter the date to discontinue backup withholding or select it from the calendar tool, if the vendor is subject to backup withholdings.
Chapter 3 Status Code	Optional. Select a value from the list or use the lookup icon to look up a value.
Chapter 4 Status Code	Optional. Select a value from the list or use the lookup icon to look up a value.
Country of Incorporation/Citizenship	Select the Country from the list or use the lookup icon to look up a value. If parameter W8_DATA_REQUIRED_IND is set to Y, this field is required if W8 Received equals Yes.
Date of Birth	Optional. Enter the vendor’s date of birth or select it from the calendar tool. This field is masked to everyone except the Tax Identification Number User role.
Debarred	Optional. Select Yes or No from the list to indicate whether or not this vendor has been debarred. This designation indicates that an institution has been barred from doing business with this vendor by the state or federal government.
Foreign Tax ID	Optional. Enter the vendor’s foreign tax id. Up to 25 alphanumeric characters. This field is masked to everyone except the Tax Identification Number User role.
GIIN Code	Optional. Enter the GIIN code. Format is controlled by parameter GIIN_NUMBER_FORMAT. This field is masked to everyone except the Tax Identification Number User role.
Is this a Foreign Vendor?	Required. Select Yes from the list if the vendor should be identified as foreign. Select No if the vendor is not identified as foreign. If W-8 Received equals Yes, the vendor must be foreign.
Ownership Category	Optional. Select the appropriate category from the Ownership Category list, or search for it from the Owner Category lookup icon. The ownership category more specifically identifies the vendor, often indicating the type of services this vendor provides. Examples might include Health Care Services or Legal Services.
Ownership Type	Required. Select the appropriate type from the Ownership Type list, or search for it from the Owner Type lookup icon. Examples include Corporation, Non-Profit, and Individual/Sole Proprietor. The W-8 Type Table identifies allowable ownership types for specific W8 Forms.
Tax Number	Required for non-foreign vendors if the vendor type requires a Tax Number. Enter the vendor's tax ID number or SSN. This field is masked to everyone except the Tax Identification Number User role.
Tax Number Type	Required. Select the Tax Number Type option that describes the tax number entered in the Tax Number field. If no Tax Number was entered, select None.
Vendor Type	Required. Select the appropriate vendor type from the Vendor Type list or select if from the Vendor Type lookup icon. Examples include Disbursement Voucher and Purchase Order. A vendor’s type determines on which Kuali Financials documents it may be used. Different vendor types are used on different documents
W-8 Received	Optional. Select Yes or No from the list to indicate if a W-8 has been received for this vendor.
W-8 Signed Date	Enter the date the W-8 was signed or select it from the calendar tool. If parameter W8_DATA_REQUIRED_IND is set to Y, this field is required if W8 Received equals Yes.
W-8 Type	Select the W-8 from the list or use the lookup icon to look up a value. If parameter W8_DATA_REQUIRED_IND is set to Y, this field is required if W8 Received equals Yes.
W9 Received	Optional. Select Yes or No from the list to indicate if a W9 has been received for this vendor. Certain types of vendors may be required to have a W9 on file before they may be approved for use.
W-9 Signed Date	Enter the date the W-9 was signed or select it from the calendar tool If parameter W9_SIGNED_DATE_REQUIRED_IND is set to Y, this field is required if W9 Received equals Yes.