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US market-access pack
Reviewer of record: US attorney, review pending
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The US vendor onboarding kit a US customer asks for
Before a US customer's accounts-payable team pays a new foreign supplier, it usually asks for a small, predictable set of paperwork. This page names what that paperwork is and how the kit assembles it from your information.
What accounts payable asks for
A W-9 or a W-8, depending on your entity status, a certificate of insurance, and agreed net terms are the pieces a US customer's finance team commonly asks a new supplier for. Missing any one of them can stall onboarding before the first invoice is even issued.
Assembling the kit before it is asked for
The kit organizes the W-9 or W-8, the certificate of insurance and the net-terms paperwork from the same information you already entered for the entity and EIN walkthrough. Having it ready before a customer's finance team asks removes one of the more common reasons onboarding stalls.
How it fits with the rest of the pack
The vendor onboarding kit draws on the same profile as the compliance calendar and the bank-application package, so none of the five documents in the market-access pack asks you to enter the same information twice. Update your profile once and the kit, the calendar and the bank package all reflect the change.
What the pack produces for this
A US vendor onboarding kit: W-9 or W-8, certificate of insurance, and net-terms paperwork, assembled from your entity information. It organizes the paperwork a customer's finance team asks for. It does not decide your tax classification or negotiate your terms.
Questions
- Does the kit decide whether I file a W-9 or a W-8?
- The kit assembles the form for the entity status you provide. Which form applies to your situation is not decided here.
- Does the kit negotiate net terms with my customer?
- No. It organizes the paperwork your customer's finance team asks for. Negotiating terms is between you and the customer.
Have the record reviewed by the importer's customs counsel or licensed broker before use.