Webform User Guide - VA Financial Account Creation (Vendor File Request) and Updates

Oct 3, 2026

Guide explains how vendors and related payees add or update records in the VA financial system using the VA Customer Engagement Portal web form. It covers prerequisites such as an active email and required banking details, outlines time to complete and navigation rules for the unsavable form, and specifies steps for entering tax ID, selecting request type, determining SAM.gov registration, and providing payee, address, and banking information for direct deposit or EFT enrollment.

LanguageEnglish

CategoryTechnology

FormatPDF

Pages11

Reading Time28 min

AccessFree to download

Introduction

Before Getting Started

Welcome to the VA Customer Engagement Portal (CEP)

Vendor File Form Sections

Section 1 – TAX ID Information

Section 2 – Payee Information

Section 3 – Address/Bank Information

Webform User Guide VA Financial Account Creation (Vendor File Request) and Updates For Direct Deposit/EFT Enrollment available through VAs Customer Engagement Portal Introduction A web version of VA’s legacy VA Form 10091, VA-FSC Vendor File Request Form is now available to all vendors to include medical providers, caregivers, individuals, and Veterans. * This guide provides step-by-step instructions for anyone who needs to add themselves to the VA financial system to receive a payment or benefit must complete the vendor file form. The same goes for vendors who need to update their existing record in the VA financial system. The Green boxes in this guide are used to draw your attention to specific areas on the web form that correspond to the instructions to aid you in your navigation of the web form. Before Getting Started You must have an active email address. For new accounts/enrollments, please have the following readily available: • Your bank’s name • Your bank account number • Your bank’s routing number If updating a previous enrollment, you must also have the following readily available: • Your previous bank’s name • Your previous bank’s account number, and • Your previous bank’s routing number Need Help? See the Frequently Asked Questions/Need Additional Assistance? section located on page 10. *Note: Instead of using the CEP webform, the VA employees (with a [VA.gov](VA.gov) email handle) must use the Customer Resolution Management, VA Employee Self Service portal to update their account. Welcome to the VA Customer Engagement Portal (CEP) After logging in through [ID.me](ID.me), the Customer Engagement Portal home page will appear. On the home page, locate the Vendor Account Setup and Updates “Login” button. Things you will need to get started: Your current banking information where you want your payments to go to, and if this is an update to a previous enrollment, you will need your previous banking information. Again, since you must complete the form in one sitting, we strongly recommend having your banking information (i.e.– name, account number, routing number) readily available prior to starting. Time to complete: Completing the webform should take 5 to 20 minutes. Once you start your form, you cannot save your progress or information to go back to later. 1. After reading the Authorized Use Only, click “I Agree”. 2. Click the “Login” button under the Vendor Account Setup and Updates header. (Note: Do not click on the “Claim/Invoice Status” Login button as it will direct you to the part of the Customer Engagement Portal for that activity. ) The Customer Engagement Portal Vendor File Form has 5 specific sections – Tax ID Information, Payee Information, Address/Bank Information, Add Authorized Representative Contact/s, and Review. To track your progress, the form highlights the stage you are in with a visual reference at the top of the screen. You may go back to any previous section at any time by selecting the section name; however, you can only progress through the form as you complete each of the sections. Section 1 – TAX ID Information 1. Enter your TAX ID or Social Security Number (both are 9-digit numbers) and then re-enter it again in the free text fields. (Note: Click on the “eyeball” in the free text field if you need to review what you entered. ) 2. Select the appropriate Request Type – either New or Update. Unless you already have an active VA vendor record (completed this process previously either online or through the pdf VA Form 10091 form), select New. If in doubt, select New. 3. For the question “Is the account that you are adding or updating registered with [SAM.gov](SAM.gov)”, unless you [are a SAM.gov](are a SAM.gov) vendor, select No. If in doubt, select No. If you are a SAM.gov vendor select Yes and then add your UEI (and EFT indicator) in the appropriate fields. 4. Click Next. Section 2 – Payee Information 1. Pull down on the Payee

FAQs

What information is required before starting the VA vendor web form request or update?

An active email address is required. For new accounts, have the bank name, account number, and routing number ready; for updates, also have the previous bank name, previous account number, and previous routing number ready.

How long does the web form take and can progress be saved?

Completing the webform should take 5 to 20 minutes. Once you start, the form cannot save progress or information for later.

What are the main steps in the first sections of the vendor file form?

You enter TAX ID (and re-enter it), choose a Request Type (New or Update), and indicate whether the account is registered with SAM.gov. Then you select the Payee Type and enter the legal name and optional DBA/NPI fields before moving to Address/Bank Information.

Oct 3, 2026

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