US-based individuals and entities who will be providing goods and/or services will complete the following long-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.
3. Select the appropriate Country.
4. Enter the Business Legal Name

Note: The is the name that appears on government and legal forms. It is not the name that will appear on your payments. That will be entered at Step XX.

5. Enter and confirm the EIN.
6. Select the Tax Classification.

 

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

 

9. If applicable, enter a DUNS or UEI.

 

10. Enter your Name or DBA.

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

11. Enter a phone number and email address. You can also include a website and description of goods or services.
12. Select Next.

 

13. Add your Primary Address.
14. If the Remittance Address is the same as the Primary Address, check the box. OR
15. Add your Remittance Address.

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

16. Select Next.

 

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

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

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

 

19. Select whether the services will be performed in the US.
20. Indicate if you have a Minimum Order Amount and/or if you require Prepayment/Downpayment. If you do, add the Minimum order value and/or Amount due.
21. Select the Purchase Order Terms and Conditions to read them. Then select the checkbox.
22. Enter an email address that the Purchase Order will be sent to.
23. Select the type(s) of insurance you will be providing.

 

24. Enter Contact Information for Accounts Receivable.
25. Enter Contact Information for Sales.
26. Select the Shipping Terms as either Destination or Prepaid and add.

Note: Select Destination if you are not providing a good.

 

27. Complete the Diversity Information section.
28. Select if the address listed on the Purchase Order will be different than the remittance address. If it is, enter the Purchase Order address.
29. Complete the Conflict of Interest Information section. If you selected yes to any of the questions, complete the information that appears.
30. Select your Chapter 3 Status, Chapter 4 Status, and LOB Code.

 

Follow Steps 31 – 40 if you will be paid via ACH. ACH is only available for US banks.

31. From the Payment Method dropdown menu, select ACH.
32. Select if you offer Discounted Payment Terms. If you do, explain those discounts and terms in the box provided.

 

33. Complete your Banking Information. Enter the Bank Name and the Name on the Account.
34. Enter and confirm the Account Number. Select the Account Type.
35. Enter the Routing Number. You should not enter a SWIFT Code.
36. 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.

37. Enter an Email Address for Payment Notifications.
38. Agree to the Bank Authorization.
39. Enter the Bank Address.
40. Select Submit.

 

Follow Steps 41 – 45 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.

41. From the Payment Method dropdown menu, select Single Use Account (SUA).
42. Add a Foreign SUA Remittance Email Address, a Secondary Foreign SUA Remittance Email Address, Contact Name, Contact Email, and Contact Phone Number.
43. Select if you offer Discounted Payment Terms. If you do, explain those discounts and terms in the box provided.
44. Select Submit.

 

Follow Steps 45 – 57 if you will be paid via Check.

44. From the Payment Method dropdown menu, select Check.
45. Select if you offer Discounted Payment Terms. If you do, explain those discounts and terms in the box provided.
46. Select Submit.

 

47. 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.