[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-243976-105":3,"detail-sidebar-cat-1-en-105":81,"doc-detail-243976-en":126},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":74,"head_meta":76,"extra_data":78,"updated_unix":80},105,"en","vendor-set-up-packet-vendor-required-forms-instructions","Vendor Set-Up Packet - Vendor Required Forms - Instructions","","Vendor Set-Up Packet outlines the required onboarding steps for all vendors to begin or update business with Care Resource and its subsidiaries. The packet lists mandatory forms, including the Vendor Setup Form, IRS W-9, and optional Direct Deposit/EFT enrollment. After completion, departments must submit a Finance ticket with the finalized vendor contract/agreement and the full packet to avoid processing delays. The vendor information section collects payee details, payment preferences, online access credentials, and supplier diversity information, plus 1099 handling and Finance validation fields.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/forms/","Forms",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/vendor-set-up-packet-vendor-required-forms-instructions/243976/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/vendor-set-up-packet-vendor-required-forms-instructions/243976.png","ImageObject",442,249,{"name":42,"@type":43},"McGucket","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-19","2026-09-12",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",11,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"Which forms are required for all vendors to complete the Vendor Set-Up Packet?","Question",{"text":63,"@type":64},"Vendors must complete the Vendor Setup Form and the IRS W-9 (Vendor’s IRS Business and Tax Status Form). Direct Deposit/EFT form is preferred but not mandatory unless enrolling in electronic payments.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"How does a department request vendor setup in Finance after the packet is completed?",{"text":68,"@type":64},"A ticket must be created to Finance requesting vendor setup with key vendor details, and the ticket must include the completed Vendor Set-Up Packet plus the finalized vendor contract/agreement with all signatures.",{"name":70,"@type":61,"acceptedAnswer":71},"What happens if required items are not provided or requests are not submitted correctly?",{"text":72,"@type":64},"Failure to provide the listed items delays vendor processing. All requests must be submitted via the ticket system, and questions or status updates will be reflected through the ticket.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},243976,1789210420,{"code":4,"msg":82,"data":83},"success",[84,88,93,98,103,108,112,117,122],{"id":55,"doc_module":22,"doc_module_name":25,"category_name":85,"show_sort_weight":86,"slug":87},"Presentations",90,"presentations",{"id":89,"doc_module":22,"doc_module_name":25,"category_name":90,"show_sort_weight":91,"slug":92},12,"Resumes",80,"resumes",{"id":94,"doc_module":22,"doc_module_name":25,"category_name":95,"show_sort_weight":96,"slug":97},14,"Invoices",70,"invoices",{"id":99,"doc_module":22,"doc_module_name":25,"category_name":100,"show_sort_weight":101,"slug":102},15,"Posters",60,"posters",{"id":104,"doc_module":22,"doc_module_name":25,"category_name":105,"show_sort_weight":106,"slug":107},16,"Social Media",50,"social-media",{"id":109,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":110,"slug":111},17,40,"forms",{"id":113,"doc_module":22,"doc_module_name":25,"category_name":114,"show_sort_weight":115,"slug":116},18,"Letters",30,"letters",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":119,"show_sort_weight":120,"slug":121},21,"Paper Templates",5,"papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":82,"data":127},{"doc_id":79,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":109,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":135,"language":136,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":12,"update_tm":80,"read_time":33},1236954412713,"https://us-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","VENDOR SET-UP CHECKLIST  \nVENDOR REQUIRED FORMS  \n**Must be completed by all vendors in accordance with Finance policies: 3001.003 & 3001.004**  \n􀂆 Vendor Set-Up Packet  \n􀂆 Vendor Setup Form  \n􀂆 Form W-9 (Vendor’s IRS Business and Tax Status Form)  \n􀂆 Direct Deposit/Electronic Fund Transfer (EFT) Form (Preferred payment method, but not mandatory)  \nDEPARTMENTAL REQUIREMENTS **Once Vendor Set-Up Packet is Completed**  \n􀂆 Create a ticket to Finance to set-up the vendor by emailing: Finance[Support@Careresource.org](Support@Careresource.org)  \n􀂆 Include any important details pertaining to the vendor and request  \n􀂆 Attach the following items to the ticket:  \n􀂆 Vendor Set-Up Packet  \n􀂆 Vendor Contract/Agreement (Finalized Copy with all signatures is required)  \n**FAILURE TO PROVIDE ANY OF THE ABOVE ITEMS WILL RESULT IN DELAYS IN PROCESSING VENDOR. ALL REQUESTS MUST BE SUBMITTED VIA THE TICKET SYSTEM AND QUESTIONS/STATUS UPDATES WILL BE REFLECTED VIA TICKET**  \nINSTRUCTIONS: The information below is requested under U.S. Tax Laws. Failure to provide this information may prevent you from being able to do business with Care Resource and its subsidiaries. This form must be completed and emailed to [accountspayable@careresource.org](accountspayable@careresource.org) along with a completed and signed W9 form. This form should be submitted to revise information as needed. If enrolling in EFT, you must also submit the ePay Enrollment Form.  \n☐NEW SUPPLIER ☐REVISION  \nVENDOR INFORMATION  \nVENDOR NAME:   VENDOR ACCOUNT NUMBER:  \nDOING BUSINESS AS (DBA) NAME:   \nNAME TO MAKE PAYMENTS TO:   \nCITY:   STATE:   POSTAL CODE:   COUNTRY:   \nVOICE:  FAX:   \nCONTACT INFORMATION  \nCONTACT NAME:   CONTACT TITLE:    \nCONTACT EMAIL:    \nOTHER INFORMATION  \nELECTRONIC PAYMENTS:   YES  \nNO  \n(IF ENROLLING IN ELECTORNIC PAYMENTS, SUBMIT ENROLLMENT FORM)  \nONLINE ACCOUNT ACCESS:   YES  \nNO  \nACCOUNT USER ID:  ACCOUNT PASSWORD:   \nSUBCONTRACTOR/SUPPLIERDIVERSITYINFORMATION  \n(Miami-Dade County Code Sections 2-8. 1, 2-8.8 and 10-34)  \nPRINCIPAL OWNER NAME:    \nPRINICPAL OWNER GENDER: SELECT PRINCIPAL OWNER RACE:    \nEMPLOYEE (S): Enter the total number of male and female employees and the number of employees by race/ethnicity.  \nISD Form 7-Subcontractor/Supplier Listing Attachment C 2 1  \n\n| GENDER |  | . .\u003Cbr>RACE/ETHNICITY |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- | --- | --- |\n| M | F | WHITE | BLACK | HISPANIC | ASIAN/PACIFIC\u003Cbr>ISLANDER | NATIVE AMERICAN/NATIVE\u003Cbr>ALASKAN | OTHER |\n|  |  |  |  |  |  |  |  |\n\n1099 INFORMATION  \nISSUE 1099 FOR THIS VENDOR:   YES (W9 FORM SUBMISSION IS REQUIRED FOR ALL VENDORS)  \nNO  \nFINANCE DEPARTMENT USE ONLY  \nCLASS:   TYPE:    \nEXPENSE ACCOUNT:  DISTRIBUTION CODE:  \nW9 FORM ATTACHED:   YES  \nNO  \nSETUP COMPLETE:   YES  \nNO  \n\n|  | 1 Name (as shown on your income tax return) . Name is required on this line; do not leave this line blank. |  |  |\n| --- | --- | --- | --- |\n|  | 2 Business name/disregarded entity name, if different from above |  |  |\n|  | 3 Check appropriate box for federal tax classification of the person whose name is entered on line 1. Check only one of the following seven boxes.\u003Cbr> Individual/sole proprietor or  C Corporation  S Corporation  Partnership  Trust/estate\u003Cbr>single-member LLC\u003Cbr> Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=Partnership) ▶   Note: Check the appropriate box in the line above for the tax classification of the single-member owner. Do not check LLC if the LLC is classified as a single-member LLC that is disregarded from the owner unless the owner of the LLC is another LLC that is not disregarded from the owner for U.S. federal tax purposes. Otherwise, a single-member LLC that is disregarded from the owner should check the appropriate box for the tax classification of its owner.\u003Cbr> Other (see instructions) ▶ |  | 4 Exemptions (codes apply only to certain entities, not individuals; see instructions on page 3):\u003Cbr>Exempt pay","cbCaiuh0mvZmyjuY","https://ap.wps.com/l/cbCaiuh0mvZmyjuY","pdf",374186,10,"English","# Vendor Set-Up Checklist\n## Vendor Required Forms\n## Departmental Requirements After Completion\n## Vendor Information and Payment Setup\n## Supplier Diversity and 1099 Information","[{\"question\":\"Which forms are required for all vendors to complete the Vendor Set-Up Packet?\",\"answer\":\"Vendors must complete the Vendor Setup Form and the IRS W-9 (Vendor’s IRS Business and Tax Status Form). Direct Deposit/EFT form is preferred but not mandatory unless enrolling in electronic payments.\"},{\"question\":\"How does a department request vendor setup in Finance after the packet is completed?\",\"answer\":\"A ticket must be created to Finance requesting vendor setup with key vendor details, and the ticket must include the completed Vendor Set-Up Packet plus the finalized vendor contract/agreement with all signatures.\"},{\"question\":\"What happens if required items are not provided or requests are not submitted correctly?\",\"answer\":\"Failure to provide the listed items delays vendor processing. All requests must be submitted via the ticket system, and questions or status updates will be reflected through the ticket.\"}]","Vendor Set-Up Packet - Vendor Required Forms - Instructions | PDF"]