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Vendor setup

Get your company set up

After you join, you fill in a short checklist: company and contact, EIN, business registration, business type, insurance and your W-9. Here is what each one means, with the official page to go to.

The checklist, in order

You can read this before you apply, or keep it open while you fill the checklist in. Nothing here is a form, and nothing on it gets sent anywhere.

To be approved on the platform, these documents have to be on file and verified:

  • W-9
  • Business registration
  • General liability

Open your checklistSubmit application as vendor

1. Company and contact

Your company name and a person a community can reach. Use the name your insurance and your W-9 carry, so every document matches.

2. EIN

VendoRFP never asks you to type your EIN. It lives only on the W-9 you upload.

  • An EIN is a federal tax ID number the IRS issues to businesses, tax-exempt organizations and other entities. IRS, as of
  • The IRS charges no fee for an EIN. IRS, as of

How to get an EIN

3. Business registration

Pick your state to find its filing office. You upload your registration or license once it’s done.

  • If you are creating an LLC, partnership or corporation, register it with your state before you apply for an EIN. IRS, as of

Registration by state

4. Business type

  • The IRS names the sole proprietorship, partnership, corporation and S corporation as the most common forms of business; an LLC is a structure created by state statute. IRS, as of
  • The form of business determines which income tax return the business files. IRS, as of

Business types explained

5. Insurance

  • A certificate of insurance is a document that provides information about insurance policies. ACORD, as of

Insurance explainedHow a certificate works

6. Your W-9

  • Form W-9 is how a person gives their correct Taxpayer Identification Number (TIN) to someone who must report payments to the IRS on an information return. IRS, as of
  • You give a completed W-9 to the requester; you do not send it to the IRS. IRS, as of

See an example W-9Licenses and certifications

Guides by type of work

Each guide covers one kind of work and how it fits this checklist.

Pool cleaningPool monitoringLifeguardingPorter services

Sources

  1. Employer identification number Internal Revenue Service. As of .
  2. Get an employer identification number Internal Revenue Service. As of .
  3. Business structures Internal Revenue Service. As of .
  4. What is a Certificate of Insurance? (ACORD FAQ) ACORD. As of .
  5. About Form W-9, Request for Taxpayer Identification Number and Certification Internal Revenue Service. As of .
  6. Form W-9 (Rev. March 2024) Internal Revenue Service. As of .

Official pages change. Each line shows the day we last read it.