Foreign-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 the Tax Country.
4. Select your TIN Type and enter your legal name.
5. Enter your Tax Number.
6. Upload a copy of your W-8BEN or 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.

Note: If you are required to fill out a Zip/Postal Code and do not have one, enter 0000.

12. Select Next.

 

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

Note: The rest of the guide will demonstrate the Foreign 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.

 

15. If you will be preforming services in the US, select Yes and continue to Step 16. If the services will not be performed in the US, go to Step 19.
16. Enter Visa Information including:
    1. Visa Type
    2. Purpose of visit
    3. Arrival and planned departure date
    4. State date of Visa status
    5. Visa document file
    6. Visa document expiration date
17. Enter Passport Information including:
    1. Passport number
    2. Passport document file
    3. Passport document expiration date
18. Upload a copy of Form 8233 if necessary based on type of payment. If not needed, continue to Step 20.

 

19. Select No if you will not be performing services in the US.
20. Enter your Date of Birth.
21. Enter your Chapter 3 and Chapter 4 Status.

 

Follow steps 22 – 24 if you will be paid via ACH. ACH is only available for US banks.

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

 

25. 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.

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

 

27. Add the Bank Address.
28. Select Submit.

 

Follow steps 29 – 31 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.

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

 

Follow steps 32 – 33 if you will be paid via Check

32. Select Check from the dropdown menu.
33. Select Submit.

 

Follow Steps 45 – 42 if you will be paid via Wire. Payment via Wire is only for foreign banks. If you have a US bank, please select ACH.

34. From the Payment Method dropdown menu, select Wire.
35. Enter the IBAN, Bank Sort Code (also known as Branch Number), and Bank State Branch (for Australia).
36. Complete your Banking Information. Enter the Bank Name and the Name on the Account.
37. Enter and confirm the Account Number. Select the Account Type.
38. Enter the SWIFT Code. You should not enter a Routing Number.

Note: The Routing Number will show as required until a non-US address is entered in Step 41.

39. Add documentation to Validate the bank.

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

40. Enter an Email Address for Payment Notifications and agree to the Bank Authorization.
41. Enter the Bank Address. If your country does not have a Zip/Postal Code, use 0000 in that field.
42. Select Submit.

 

43. 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.