Vendor Setup Form + IRS W-8 = Easier For Vendor

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Build a Substitute W-8BEN and W-8BEN-E Form 

  • Live Date:  Thursday, June 15, 2023 
  • Time:  12:00 pm - 1:00 pm ET 
  • On-Demand Access:  Available Now
  • Trainer: Debra R Richardson, MBA, APPM, APM, CPRS

session description

The IRS allows a substitute W-8BEN and W-8BEN-E form and if you want to make it easier for the vendor by combining them with your vendor setup form then you are in the right place. Attend this training to build a form that collects the data you need to add a new vendor or change an existing vendor.

Can't attend live? Watch the last On-Demand recording!  
  • Download:  Substitute W-8BEN/W-8BEN-E Template
  • Download:  IRS Instructions 06.16.22
  • Download:  W-8 Expiration Date Tracker
  • Download:  PDF of the Presentation

training session content


Debra R Richardson, MBA, APPM, APM, CPRS

As a previous AP Sr. Manager over Global Vendor Setup & Maintenance, Debra found it difficult to find vendor process training to avoid fraud, fines, and bad vendor data. She now creates that content.

With over 20 years at Fortune 500 companies including Verizon, General Motors, and Aramark, she can provide you and your team with training on authentication techniques, internal controls, and best practices in the vendor setup and maintenance process.