Forms and Definitions

Form	Abbreviated Form Name	Form Description
Certificate of Foreign Status of Beneficial Owner for United States Withholding and Reporting (Individuals) (PDF)	W-8BEN	The W-8BEN form is used to create or update a foreign individual's record in Emory's Compass system. The form is required to show that the individual is: Not a U.S. person The beneficial owner of the income for which Form W-8BEN is being provided or a foreign partner in a partnership A resident of a foreign country with which the U.S. has an income tax treaty and who is eligible for treaty benefits that, if applicable, can claim a reduced rate of, or exemption from withholding. (Foreign persons are subject to U.S. tax at a 30% rate of income they receive from U.S. sources that consists of Interest, Dividends, Rents, Royalties, Premiums, Annuities, Performed Services, Substitute payments in a securities lending transaction, and Gains, Profits, and income.)
Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities) (PDF)	W-8BEN-E	The W-8BEN-E form is a document used by foreign entities to certify their status for U.S. tax withholding and reporting purposes. A foreign business may need to fill out this form if it is receiving payment from an American company or if it has income that is effectively connected with a U.S. trade or business.
Check Request (Non-PO Payment Form) (sciquest.com)	Check Request	A Check Request is a form used for processing payments (invoices) that are not on a Purchase Order. The Check Request should only be used for payments to companies and suppliers.
Credit Card Maintenance Form (DOCX)	CC Mtn Form	The Credit Card Maintenance Form is used to request changes to either the Corporate Credit Card or the PCard. Changes include closing the card, reactivating the card, replacing the card and increasing/decreasing credit card limits.
Form 1099 (PDF)	1099	An information form filed with the IRS and the supplier that reports total payments made during the calendar year.
Foreign Source & Canadian Resident Statement (PDF)	FSS	The Foreign Source & Canadian Resident Statement is used to request payment to a foreign source.
Missing Receipt Affidavit (PDF)	Lost Receipt	This form is used to document a single missing receipt for PCard Transactions.
Payment Request Form	PR	The Payment Request form is a form used for processing payments (invoices) that are not on a PO. Types of payments include Honorariums, Speaker Fees, Reimbursable Guest Travel Expenses, and Limited and Special Payments which include royalties, permits, taxes and utilities. The Payment Request should only be used for payment to individuals and non-corporate entities.
Request for Taxpayer W9 Form: Form W-9 (Rev. October 2018) (irs.gov)(PDF)	W-9	This is an IRS form used to request the correct name and TIN combination of a supplier and allows the supplier to certify exemption from Backup Withholding.
Study Participant Form (PDF)	SPF	The Study Participant form is used to create or update the individual's vendor record. This form is used in lieu and/or in conjunction with the IRS' Form W-9.
Supplier Information Form 17	SIF	The SIF is used to create or update a vendor/payee record in Emory's Compass system. This SIF is used in lieu of/or in conjunction with the IRS' Form W-9 as it provides all the information needed to set up a vendor.
Travel Cash Advance Request Form (DOCX)	Cash Advance	Form used to request payment of funds to an individual to be used in the future during an authorized trip, project, or event.