US-based individuals and entities who will be receiving refunds, reimbursements, honorariums, stipends, and other non-purchase order payments will complete the following short-form in PaymentWorks.

The below guide represents the PaymentWorks application as of February 2025. The application is subject to change. Depending on your responses, the application may appear slightly different than the guide. Please make sure to complete all required fields.

UChicago cannot provide tax advice. For support completing the Tax Information portion of the application, PaymentWorks has compiled helpful resources.

 

1. Open your PaymentWorks account. Select Next.

 

2. The first section will be Tax Information. Select whether you are an Individual or Sole Proprietorship or Corporation or other complex business entity. This guide will demonstrate Individual or Sole Proprietorship. Select the appropriate choice and fill out the required information.
3. Select United States as the Tax Country.
4. Select whether you are using an SSN or EIN and fill out the required information.

 

5. Choose to either have PaymentWorks generate an electronic W-9 OR
6. Upload a copy of your W-9.

 

7. Enter your Personal Information.

Note: What you enter as Your Full Name or DBA is the name that will appear on your payment.

8. Select Next.

 

9. Enter your Primary Address.
10. If the Remittance Address is the same, check the box OR
11. Enter your Remittance Address.

Note: The Remittance Address must be listed on the invoice.

12. Select Next.

 

13. Open the Supplier Category dropdown and select the appropriate option.

Note: The rest of the guide will demonstrate the US Individual Supplier Category.

14. Select from the list of options the type of payment you will be receiving. Work with your campus contact if you are unsure what to check. Only select one.

 

Follow steps 15 – 21 if you will be paid via ACH. ACH is only available for US banks.

15. Select ACH from the dropdown menu.
16. Enter your Bank Name, Name on Account, Account Number, and Account Type.
17. Enter your Routing Number. You should not enter a SWIFT Code.

 

18. Upload a document that can be used to validate your bank.

Note: This document should reflect the account entered. Find additional information on what should be used in the PaymentWorks Knowledge Base.

19. Enter an email address for Payment Notification and agree to Bank Authorization.

 

20. Add you Bank Address.
21. Select Submit.

 

Follow steps 22 – 24 if you will be paid via SUA (Single-Use Account). An SUA is a virtual electronic card payment processed like a credit card. Each SUA is assigned a unique 16-digit virtual card number, which carries a credit limit equal to the invoice(s) being paid and remains active for a defined period of time.

22. Select Single Use Account (SUA) from the dropdown menu.
23. Enter Remittance Email Addresses, Contact Name, Contact Email Address, and Contact Phone Number.
24. Select Submit.

 

Follow steps 25 – 26 if you will be paid via Check

25. Select Check from the dropdown menu.
26. Select Submit.

 

27. Your information has now been submitted for review! It will first be validated by PaymentWorks then approved by the UChicago Supplier Team.

 

For questions related to completing your application, utilize the PaymentWorks Knowledge Base or respond to the UChicago ServiceNow ticket.